Artemis Wealth Advisors LLC

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Assets, Funds, Holdings

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Artemis Wealth Advisors LLC
CRD #150810
SEC #801-71019
CIK #0001767435
AUM $1.6 B (2025-06-30)
Employees 9 (56% Investors, 0% Brokers)
Phone212-838-9000
Address570 Lexington Avenue
New York, NY 10022
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($M)
20001600120080040002009201420202026
CIK Period
0001767435
Sector Form 13F Holdings Value ($B)
Amazon Com Inc 0.0
Microsoft Corp 0.0
Bitwise Bitcoin ETF 0.0
Nvidia Corp 0.0
Facebook Inc 0.0
Apple Inc 0.0
Taiwan Semiconductor Manufacturing Co Ltd 0.0
Broadcom Inc 0.0
Lam Research Corp 0.0
Palantir Technologies Inc 0.0
Alphabet Inc 0.0
Constellation Energy Corp 0.0
Talen Energy Corp 0.0
GE Vernova Inc 0.0
Uber Technologies Inc 0.0
United Technologies Corp /DE/ 0.0
SPDR Gold Trust 0.0
iShares Silver Trust 0.0
VISA Inc 0.0
Mastercard Inc 0.0
 
 
 
 
 
 
 
 
 
 
 
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Type Form D Funds Date Sold ($M) AUM ($M)
Other Orion Constellation Partners II LP [2017-03-13] 10.5 14.2
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 21 16.1
(b) Individuals (high net worth individuals) 3 10.6
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 1 14.2
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 2 23.9
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 10 1,550.9
Total 37 1,615.7
By Discretionary
Discretionary 36 1,016.2
Non-Discretionary 1 599.5
Total 37 1,615.7
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 1,615.7
Total 37 1,615.7
Form D Directors # Filings # Firms 2011 - 2025
John Duebendorfer 2
Peter Rup 2
J Duebendorfer 1
Sirius II GP LLC 1
EDGAR Form CIK 2011 - 2025
13F-HR [0001767435]
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