Artemis Wealth Advisors
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$32,000,000
Total clients
165
12% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
165
Average account size
$193,939
About
Artemis Wealth Advisors provides investment management and financial planning to individuals and high‑net‑worth individuals, offering ongoing portfolio management, participant account management for held‑away retirement plan accounts via a third‑party platform, and a suite of planning services that includes tax planning, tax preparation, education planning, mortgage analysis, and cash‑flow/debt work. The firm documents client objectives through an Investment Policy Statement and offers both discretionary and non‑discretionary management with custody relationships at major custodians.
The firm’s investment process integrates multiple methods of analysis—fundamental, technical, quantitative, and modern portfolio theory—and employs a range of strategies from long‑term investing to short‑term trading, options, margin, and short sales. Fees are asset‑based, accounts are reviewed regularly (at least monthly), and the firm uses third‑party tools to connect and monitor held‑away participant accounts.
Noteworthy distinctions include that the firm’s principal is an accountant and the adviser offers tax preparation and bookkeeping services alongside advisory work, integrating tax planning into its financial planning offering. The brochure also discloses prior regulatory matters—an insurance‑related settlement and a FINRA‑related settlement that included suspension, fines, and restitution—and describes operational practices that differ from many peers, such as requiring use of specific custodians and not aggregating block trades for multiple client accounts.
Client services
Financial planning
Portfolio management
Expertise
Options & derivatives strategies
Annuities
Fee options
Financial Planning fixed fees ranging from $500 to $5,000 depending on complexity; Tax Preparation base fee $250 plus additional hourly charges.
$1 - $500,000: 2.00% $500,001 - $1,000,000: 1.70% $1,000,001 - $1,500,000: 1.50% $1,500,001 - $3,000,000: 1.25% $3,000,001 - $5,000,000: 1.00% $5,000,001+: 0.75%
Full Suite Financial Planning services including tax prep for $2,500 annually (retainer).
Fee-only: Financial Planning fixed fees between $500 and $5,000; Full Suite Planning $2,500 annually; Tax Preparation base fee $250 plus $50/30 minutes additional prep time.
Main office location
Artemis Wealth Advisors
361 Route 31, Bldg C, Suite 904
Flemington NJ 08822, United States
Number of offices
1
Most active in
Artemis Wealth Advisors has reported serving >5 clients in these states in the last 12 months.
New Jersey · Pennsylvania
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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