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⚲
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| Artesa Financial Group LLC
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|
|---|---|
| CRD # | 153741 |
| SEC # | 801-122111 |
| CIK # | 0002109808 |
| AUM | $126.6 M (2026-03-31) |
| Employees | 4 (50% Investors, 0% Brokers) |
| Phone | 936-760-2215 |
| Address | Commonwealth Centre Conroe, TX 77304 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nuveen Amt-Free Municipal Credit Income Fund | 13.7 | ||
| SPDR Gold Trust | 4.0 | ||
| Microsoft Corp | 1.5 | ||
| Amazon Com Inc | 1.2 | ||
| iShares Silver Trust | 1.1 | ||
| Apple Inc | 1.0 | ||
| Royal Dutch Shell PLC | 0.9 | ||
| Chevron Corp | 0.8 | ||
| Enterprise Products Partners L P | 0.6 | ||
| Palantir Technologies Inc | 0.5 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 267 | 54.5 |
| (b) Individuals (high net worth individuals) | 62 | 72.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 606 | 126.6 |
| By Discretionary | ||
| Discretionary | 606 | 126.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 606 | 126.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 126.6 | |
| Total | 606 | 126.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002109808] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Moore Financial Advisors Ltd
✚
|
MA | 0.1 |
|
Impact Fiduciary LLC
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|
CA | 0.1 |
|
Ashwood Advisors LLC
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MA | 0.1 |
|
Carmichael Capital Inc
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TN | 0.1 |
|
Brackenwood Capital Management LLC
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WA | 0.1 |
|
Kingwood Investment Group LLC
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|
TX | 0.1 |
|
The Advisory Firm
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|
GA | 0.1 |
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Financial Empowerment LLC
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MN | 0.1 |
|
Private Wealth Management LLC
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|
0.1 | |
|
VIP Planners Inc
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|
VA | 0.1 |