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Artistic Wealth

Registered in New JerseyState-registered investment adviserCRD 337996

Filed as ARTISTIC WEALTH · Legal name Artistic Wealth Strategies LLC

Artistic Wealth is a state-registered investment advisory firm, registered since 2025, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.

0 years
registered since 2025
$1,242,688
assets under management
3 arrangements
Percentage of assets, Hourly and more
1
disclosure items (Item 11)

Quick answers

From the filing

How is Artistic Wealth compensated?

On its Form ADV (Item 5.E, October 2026), Artistic Wealth reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

Is Artistic Wealth registered with the SEC or a state?

Artistic Wealth is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 337996.

How much does Artistic Wealth manage?

Artistic Wealth reports $1,242,688 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (0% discretionary).

Does Artistic Wealth report any disciplinary disclosures?

Reports 1 disclosure item on Form ADV Item 11: yes answers to 11.A(2) (felony charge in the past ten years). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/337996

From the Form ADV filing

Every figure below is as the firm filed it with regulators, as of October 2026.

How the firm is compensated

Item 5.E
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)

Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ

Regulatory assets under management

Item 5.F
$1,242,688

$1,242,688 as of October 2026, filing dated March 31, 2026.

Discretionary: $0.Non-discretionary: $1,242,688.

A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means

Who the firm serves

Item 5.D
Individuals (other than high net worth individuals)
Clients Fewer than 5 Assets $1,242,688 (100%)

A firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.

Advisory services

Item 5.G
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops

Registration and firm details

Items 1, 2, 5
Legal name
Artistic Wealth Strategies LLC
Registration
State-registered investment adviser. Status as filed: APPROVED.
Registered since
2025 (0 years)
Employees
Total: 1. Performing investment advisory functions: 1.
Wrap fee program participation
No.
States registered or notice-filed
1 state or jurisdiction
NJ

State-registered investment advisers are examined by their state securities regulator. SEC, state, and exempt registration

Disclosures

Item 11

1 Reports 1 disclosure item on Form ADV Item 11. View on IAPD.

Questions answered yes on this filing

Criminal matters Items 11.A and 11.B

  • 11.A(2) In the past ten years, has the firm or an advisory affiliate been charged with a felony?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. What happened, and who was involved, is on the Disclosure Reporting Pages of the IAPD record. Reading a firm's disclosures

Changes in the filing

Last 12 months

No changes to these filed facts in the last 12 months of filing data.

Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.

Websites listed on Form ADV

Item 1.I
artisticwealth.cosamslist.co/advisor/artistic-wealth

Source: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."

Cite this page

AdvisorCensus. Artistic Wealth (CRD 337996): Form ADV filing data as of October 2026.
https://advisorcensus.com/firm/artistic-wealth-337996