Artesa Financial Group
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$110,491,722
Total clients
338
14% high-net worth
Total advisors
2
of 4 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
169
Average account size
$326,899
About
Artesa Financial Group provides discretionary wealth and portfolio management services to individual clients, including advice on employer-sponsored retirement plans, 529 plans, and variable life/annuity products. The firm allocates client assets among mutual funds, ETFs, individual debt and equity securities, and may advise on REITs, MLPs and other holdings; it also offers to manage “held-away” accounts through the Pontera online platform.
The firm uses a “risk-first allocation” process that incorporates a Morningstar Office–generated beta score to tailor portfolios into conservative, moderate, or moderate-aggressive ranges based on each client’s risk needs and comfort level. Artesa combines fundamental and technical analysis and applies risk controls across portfolios, conducting regular monitoring and at least quarterly account reviews.
Artesa is under common control with an insurance agency and discloses that certain supervised persons, in their individual capacities, are licensed insurance agents who may recommend insurance products and earn commission-based compensation, which the firm identifies as a potential conflict of interest. The firm is also affiliated with a related consulting entity that recommends professional service providers and receives software, platform support, and other benefits from custodians and product providers—arrangements the brochure notes are disclosed and subject to the firm’s supervisory procedures.
Client services
Expertise
Fee options
0.25% - 2.00% annually depending on assets managed and type of service
Certain supervised persons may earn commissions from insurance products, separate from advisory fees.
Main office location
Artesa Financial Group
Commonwealth Centre, 2040 N. Loop 336 W. , Ste. 227
Conroe TX 77304, United States
Number of offices
1
Most active in
California · Louisiana · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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.
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