# Artstone Private Wealth

> Artstone Private Wealth is a state-registered investment advisory firm, registered since 2024, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 20, 2026.

- CRD: 330020
- Filed as: ARTSTONE PRIVATE WEALTH
- Legal name: DMA Management, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Utah
- Filing period: October 2026
- Form ADV filing dated: March 20, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/330020
- AdvisorCensus page: https://advisorcensus.com/firm/artstone-private-wealth-330020

## Quick answers

**How is Artstone Private Wealth compensated?**
On its Form ADV (Item 5.E, October 2026), Artstone Private 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).

**Is Artstone Private Wealth registered with the SEC or a state?**
Artstone Private Wealth is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 330020.

**How much does Artstone Private Wealth manage?**
Artstone Private Wealth reports $4,124,669 in regulatory assets under management in its Form ADV filing dated March 20, 2026 (100% discretionary).

**What types of clients does Artstone Private Wealth serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (5); high net worth individuals (1).

**Does Artstone Private 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/330020

## 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: $4,124,669
- Discretionary: $4,124,669
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 5 | $1,682,664 |
| High net worth individuals | 1 | $2,442,005 |
| Banking or thrift institutions | Fewer than 5 | Not reported |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | Not reported |
| Charitable organizations | Fewer than 5 | Not reported |
| State or municipal government entities (including government pension plans) | Fewer than 5 | Not reported |
| Other investment advisers | Fewer than 5 | Not reported |
| Insurance companies | Fewer than 5 | Not reported |
| Sovereign wealth funds and foreign official institutions | Fewer than 5 | Not reported |
| Corporations or other businesses not listed above | Fewer than 5 | Not reported |

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

### Firm details
- Registered since: 2024 (2 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: UT
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- artstoneprivatewealth.com
- Facebook facebook.com
- LinkedIn @equity-comp-fp

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Artstone Private Wealth (CRD 330020): Form ADV filing data as of October 2026.