# Artizan Wealth

> Artizan Wealth is a state-registered investment advisory firm, registered since 2026, reporting under $25 million in regulatory assets under management in its Form ADV filing dated September 21, 2026.

- CRD: 342327
- Filed as: ARTIZAN WEALTH
- Legal name: Artizan Wealth Management LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in California
- Filing period: October 2026
- Form ADV filing dated: September 21, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/342327
- AdvisorCensus page: https://advisorcensus.com/firm/artizan-wealth-342327

## Quick answers

**How is Artizan Wealth compensated?**
On its Form ADV (Item 5.E, October 2026), Artizan Wealth reports these compensation arrangements: a percentage of assets under its management; hourly charges; subscription fees (for a newsletter or periodical); fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Artizan Wealth registered with the SEC or a state?**
Artizan Wealth is a state-registered investment advisory firm, registered since 2026. Status as filed: APPROVED. CRD 342327.

**How much does Artizan Wealth manage?**
Artizan Wealth reports $152,041 in regulatory assets under management in its Form ADV filing dated September 21, 2026 (93% discretionary).

**Does Artizan Wealth report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/342327

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $152,041
- Discretionary: $140,917
- Non-discretionary: $11,124

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Fewer than 5 | $152,041 |
| High net worth individuals | Fewer than 5 | $0 |
| Banking or thrift institutions | Fewer than 5 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $0 |
| Charitable organizations | Fewer than 5 | $0 |
| State or municipal government entities (including government pension plans) | Fewer than 5 | $0 |
| Other investment advisers | Fewer than 5 | $0 |
| Insurance companies | Fewer than 5 | $0 |
| Sovereign wealth funds and foreign official institutions | Fewer than 5 | $0 |
| Corporations or other businesses not listed above | Fewer than 5 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2026 (0 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- artizanwealth.com
- edengroupstudios.com
- LinkedIn @mikedjvp
- LinkedIn @robert-bell-5864588
- X @EdenGroup_Media
- YouTube @edengroupstudios
- YouTube @mikedjvp

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Artizan Wealth (CRD 342327): Form ADV filing data as of October 2026.
