# Artistic Wealth

> 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.

- CRD: 337996
- Filed as: ARTISTIC WEALTH
- Legal name: Artistic Wealth Strategies LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in New Jersey
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/337996
- AdvisorCensus page: https://advisorcensus.com/firm/artistic-wealth-337996

## Quick answers

**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). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**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

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

### Regulatory assets under management (Item 5.F)
- Total: $1,242,688
- Discretionary: $0
- Non-discretionary: $1,242,688

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Fewer than 5 | $1,242,688 |

### 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

### Firm details
- Registered since: 2025 (0 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NJ
- Disclosures (Item 11): Reports 1 disclosure item on Form ADV Item 11.

### Item 11 questions answered yes
- 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. The detail of each yes answer is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/337996

### Websites listed on Form ADV (Item 1.I)
- artisticwealth.co
- samslist.co/advisor/artistic-wealth
- Instagram @artistic.wealth
- LinkedIn @107429303
- X @Artistic_Wealth
- YouTube @Artistic.Wealth

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Artistic Wealth (CRD 337996): Form ADV filing data as of October 2026.