Asset manager · Port Washington, NY
Artemis Wealth Advisors, LLC
SEC-registered investment adviser · CRD 150810 · SEC 801-71019
At a glance
Artemis Wealth Advisors, LLC is an SEC-registered investment adviser based in Port Washington, New York, with $1.9 billion in regulatory assets under management as of its Form ADV filed May 20, 2026. Its largest client group by assets is other, and it reports 20 individual clients. By Form ADV it is a asset manager, ranked 1,070th of 3,218 asset managers and 3,734th of 17,210 SEC-registered advisers by assets.
Main office 212-838-9000artemiswa.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $1.9B
- Rank among asset managers
- #1,070 of 3,218
- Rank among all SEC RIAs
- #3,734 of 17,210
- Rank in New York
- #878 of 2,591
- Individual clients
- 20
- High-net-worth clients
- 10
- Accounts
- 36
- Discretionary
- 60% of AUM
- Employees
- 9
- Advisory staff
- 5
- Offices
- 2
Owners and executives on its Form ADV
- John D. DuebendorferChief Compliance Officer and President-Chief Operating Officer
- Peter M. RupManaging Member, CEO & CIO
Custody and brokerage
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Other | 10 | $1.8B | 96% |
| Charitable organizations | 3 | $48M | 2% |
| High-net-worth individuals | 10 | $18M | <1% |
| Pooled investment vehicles | 1 | $15M | <1% |
| Individuals | 10 | $4M | <1% |
Private funds
Artemis Wealth Advisors, LLC reports 1 private funds with $15M in gross assets: other private funds (Form ADV Item 7.B).
Disciplinary disclosures
Artemis Wealth Advisors, LLC answers yes to 3 disclosure items in Item 11 of Form ADV (criminal, regulatory or civil matters involving the firm or its advisory affiliates). Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for pooled investment vehicles
- Selecting other advisers
How it’s paid
- A percentage of assets under management
- Performance-based fees
Form ADV and brochures on the SEC’s adviser search ↗artemiswa.com ↗
AtlasMembers
The full record on Artemis Wealth Advisors, LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 923 peers of its type and size
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- Owners and executives, with titles and stakes
- 2 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Background
Questions
How much does Artemis Wealth Advisors, LLC manage?
Artemis Wealth Advisors, LLC reports $1.9 billion in regulatory assets under management across 36 accounts, 60% of it on a discretionary basis, on its Form ADV filed May 20, 2026.
What kind of firm is Artemis Wealth Advisors, LLC?
Artemis Wealth Advisors, LLC is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals.
Who are Artemis Wealth Advisors, LLC’s clients?
By assets, its largest client types are other ($1.8 billion, 10 clients); charitable organizations ($48 million, 3 clients); high-net-worth individuals ($18 million, 10 clients).
Does Artemis Wealth Advisors, LLC manage private funds?
Yes. It reports 1 private funds with $15 million in gross assets, including other private funds.
Does Artemis Wealth Advisors, LLC have any disciplinary history?
Artemis Wealth Advisors, LLC answers yes to 3 disclosure items in Item 11 of Form ADV, which covers criminal, regulatory and civil matters involving the firm or its advisory affiliates. The details are on the SEC’s adviser search.
Where these numbers come from
Every figure is Artemis Wealth Advisors, LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-05-20), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →