ARTEMIS WEALTH ADVISORS, LLC

570 Lexington Avenue
39th Floor
New York, New York 10022
Tel: 212-838-9000

About ARTEMIS WEALTH ADVISORS, LLC

ARTEMIS WEALTH ADVISORS, LLC, formally registered with the SEC as ARTEMIS WEALTH ADVISORS, LLC. The firm was established in 01/19/2010. They have over 3 offices throughout the country.

ARTEMIS WEALTH ADVISORS, LLC is a New York, New York based Financial Planning firm with nearly $1,615,696,217 assets under management, offering retirement planning & investment advisory services to 37 clients. The firm is staffed with 9 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	150810
SEC#	801-71019
Assets Managed by Firm	$1,615,696,217
No. of Clients	37
No. of Advisors	9

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	37	$1,615,696,217
Individuals (other than high net worth individuals)	21	$16,076,337
High net worth individuals	3	$10,598,422
Charitable organizations	2	$23,923,142

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