Firm
Artemis Wealth Advisors
Port Washington, New York
Fee-only
Artemis Wealth Advisors at a glance
- One of 480 fee-only firms based in New York in the Wellspent graph.
- 2 advisors are listed here.
- Its Form ADV reports 9 employees and 20 individual clients, 10 of them high net worth.
- Its average account is about $53.2 million (assets it manages divided by its 36 accounts).
Fee-only advisors in New York · What fee-only advisors charge in New York
Facts
| Based in | Port Washington, New York |
|---|---|
| Website | artemiswa.com |
| [email protected] | |
| Phone | (212) 838-9000 |
Artemis Wealth Advisors fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Account minimum | $1,400,000 |
|---|
In the firm's words
"Through Artemis FP, we offer the full strength of our investment philosophy to clients with $1.4 million or more in investible assets." source
"The Artemis UHNW clientele average over $50 M in assets." source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Performance-based fees |
|---|---|
| Assets managed | $1.9 billion |
| Individual clients | 10 |
| High-net-worth clients | 10 |
| Accounts managed | 36 |
| Employees | 9 |
| Planning clients | 11-25 |
| Registered with | The SEC (801-71019) |
| Financial planning | Offered |
| Form ADV filed | May 20, 2026 |
| SEC record | CRD 150810 |