Investment adviser · CRD 150810
ARTEMIS WEALTH ADVISORS, LLC
Investment adviser filing (IA)
PORT WASHINGTON, NY, United States · Form ADV filed May 20, 2026
- Regulatory AUM
- $1.91B Form ADV · Item 5.F
- Client accounts
- 36 Accounts, not individual clients
- Employees
- 9 Reported in this filing
- Advisory professionals
- 5 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Other clients | 10 | $1,829,531,524 | 95.6% |
| Charities | Fewer than 5 | $47,794,985 | 2.5% |
| High-net-worth individuals | 10 | $18,418,793 | 1.0% |
| Pooled investment vehicles | 1 | $15,059,972 | 0.8% |
| Individuals | 10 | $3,719,211 | 0.2% |
Filing source
Form ADV 2107257 · May 20, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
1 Private fundThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
ORION CONSTELLATION PARTNERS II LPOther Private Fund · Last reported May 20, 2026$15.1MGross asset value
Form D fundraising filings
Orion Constellation Partners II, LP
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
EISNERAMPER
PCAOB 274
MORGAN STANLEY SMITH BARNEY LLC
SEC 8-68191
Fund details & source
- Fund ID
- 805-8582219788
- Reported beneficial owners
- 14
- Minimum commitment
- $250K
- Form D file number
- 021-269174
Form ADV 2107257 · May 20, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Services & filing details
Most recent filing: May 20, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pooled investment vehicle management · Selection of other advisers
Compensation
Percentage of assets · Performance-based
Principal office
2 SEAVIEW BOULEVARD, #102PORT WASHINGTON, NY, 11050, United States
CRD 150810
Filing source
Form ADV 2107257 · May 20, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.