Artemis Wealth Advisors provides financial planning, portfolio management for individuals and small businesses, portfolio management for pooled vehicles, and selecting other managers. Financial planning was provided to 11–25 clients last fiscal year. The firm advises 1 private fund.
Artemis Wealth Advisors reports 34 clients. They include 10 individual clients, 10 high-net-worth individuals and 10 other clients. Of its assets, 59.7% ($1.14B across 35 accounts) are managed with discretion; $772M across 1 account is not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 29% | <1% |
| High-net-worth individuals | 29% | <1% |
| Pooled investment vehicles | 3% | <1% |
| Charitable organizations | 9% | 2% |
| Other | 29% | 96% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 10 | $3.72M | 0.2% | $372K |
| High-net-worth individuals | 10 | $18.4M | 1.0% | $1.84M |
| Pooled investment vehicles | 1 | $15.1M | 0.8% | $15.1M |
| Charitable organizations | Fewer than 5 | $47.8M | 2.5% | $15.9M |
| Other | 10 | $1.83B | 95.6% | $183M |
| Total | 34 | $1.91B | 100% | — |
- Clients
- 10
- Regulatory AUM
- $3.72M
- AUM share
- 0.2%
- Avg. per client
- $372K
- Clients
- 10
- Regulatory AUM
- $18.4M
- AUM share
- 1.0%
- Avg. per client
- $1.84M
- Clients
- 1
- Regulatory AUM
- $15.1M
- AUM share
- 0.8%
- Avg. per client
- $15.1M
- Clients
- Fewer than 5
- Regulatory AUM
- $47.8M
- AUM share
- 2.5%
- Avg. per client
- $15.9M
- Clients
- 10
- Regulatory AUM
- $1.83B
- AUM share
- 95.6%
- Avg. per client
- $183M
Total
- Clients
- 34
- Regulatory AUM
- $1.91B
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 1
- Financial planning clients last fiscal year
- 11–25
Artemis Wealth Advisors is paid through a percentage of assets under management and performance-based fees; its fees and minimums are set out in its brochures on the SEC website.
Peter Rup owns 50% to 75% of Artemis Wealth Advisors. The leadership team of Artemis Wealth Advisors includes President John Duebendorfer. It has 9 employees, 5 of them in advisory roles.
Leadership
- John DuebendorferChief Compliance Officer and President-Chief Operating Officer
- Peter RupManaging Member, CEO & CIO
Investment adviser representatives
2 representatives listed in the SEC register as of 9 October 2026.
- John David Duebendorfer
- Peter Matthew Rup
Staff
- 9 employees
- 5 in advisory functions
- 2 state-registered reps
- Owns 50% to 75% of Artemis Wealth Advisors, LLC
Peter Rup
Control person · since July 2009
- Owns 25% to 50% of Artemis Wealth Advisors, LLC
John Duebendorfer
Control person · since July 2009
- Owns 10% to 25% of Artemis Wealth Advisors, LLC
Estate of Michael George Farmar
since August 2023
Artemis Wealth Advisors’ regulatory assets grew from $1.72B (March 2021) to $1.91B (May 2026); clients rose from 15 to 34 and employees fell from 10 to 9.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| May 2026 | $1.91B | 34 | 9 | 2 |
| June 2025 | $1.62B | 37 | 9 | 3 |
| June 2024 | $1.59B | 32 | 10 | 3 |
| June 2023 | $1.52B | 29 | 10 | 3 |
| June 2022 | $1.95B | 21 | 9 | 3 |
| March 2021 | $1.72B | 15 | 10 | 2 |
Besides its headquarters, Artemis Wealth Advisors has 1 office (1 private residence, listed without an address), with 1 listed address in New York.
New York · 1 listed address
- 2 Seaview Boulevard, #102, Port WashingtonHQ
Other business names
Artemis Wealth Advisors has reported 1 other business name to the SEC.
- Orion Capital Management II LLC
Contact and registration details
- Legal name
- Artemis Wealth Advisors, LLC
- Headquarters
- 2 Seaview Boulevard, #102, Port Washington, NY 11050
- Website
- artemiswa.com
- Phone
- 212-838-9000
- @artemis-wealth-advisors
- SEC file
- 801-71019
- Structure
- Delaware LLC
- Fiscal year end
- December
Artemis Wealth Advisors uses Charles Schwab ($524M, 46%), Morgan Stanley ($510M, 44%) and J.P. Morgan ($117M, 10%) as custodians for its separately managed accounts. Artemis Wealth Advisors has custody of $3.61M in client assets for 5 clients.
- Charles SchwabCharles Schwab & Co · New York, NY · $524M46%
- Morgan StanleyMorgan Stanley Smith Barney · New York, NY · $510M44%
- J.P. MorganJP Morgan Chase Bank, N.A. · New York, NY · $117M10%
At year end, Artemis Wealth Advisors’ separately managed accounts were mostly in stocks (52%) and bonds (25%). Its reported 13F holdings for the quarter ended 30 June 2026 total $835M across 55 positions; the largest are Invesco Qqq TR (64.9%), iShares Inc. (7.0%) and Sandisk Corp. (2.9%).
What the accounts hold
- Stocks52%
- Exchange-traded equities47%
- Non-exchange-traded equities5%
- Funds20%
- Bonds25%
- Cash3%
Reported 13F holdings
- $835M
- Reported 13F value
- 55
- Positions
- 86.5%
- In the 10 largest
- +26.0%
- Value vs. prior quarter
- Invesco Qqq TR · Unit Ser 164.9%
- iShares Inc. · MSCI Emrg Chn7.0%
- Sandisk Corp.2.9%
- Intel Corp.2.4%
- Amazon Com Inc.2.1%
- Lam Research Corp.2.1%
- Apple Inc.1.4%
- Taiwan Semiconductor Manufac · Sponsored ADS1.3%
- KLA Corp.1.3%
- Applied Matls Inc.1.2%
Together, the ten largest are 86.5% of reported value.
How many clients does Artemis Wealth Advisors have?
Artemis Wealth Advisors has 34 clients and manages $1.91 billion for them, as of May 2026. They include 10 individual clients, 10 high-net-worth individuals and 10 other clients.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 20 May 2026
What services does Artemis Wealth Advisors offer?
Artemis Wealth Advisors provides financial planning, portfolio management for individuals and small businesses, portfolio management for pooled vehicles, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Artemis Wealth Advisors use?
Artemis Wealth Advisors’ separately managed account assets are held at Charles Schwab & Co (New York, NY), with $524M, Morgan Stanley Smith Barney (New York, NY), with $510M and JP Morgan Chase Bank, N.A. (New York, NY), with $117M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 20 May 2026
How many financial advisors does Artemis Wealth Advisors have?
Artemis Wealth Advisors has 2 investment adviser representatives registered with state securities authorities, out of 9 employees, and 5 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Artemis Wealth Advisors invest in?
At the end of its last fiscal year, Artemis Wealth Advisors’ separately managed accounts held 47% exchange-traded equities, 25% U.S. government and agency bonds, 20% pooled vehicles (private funds and similar), 5% non-exchange-traded equities and 3% cash and equivalents. It advises 1 private fund.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Artemis Wealth Advisors?
Artemis Wealth Advisors’ direct owners are John Duebendorfer (25% to 50%), Peter Rup (50% to 75%) and Estate of Michael George Farmar (10% to 25%).
Source: Form ADV Part 1A, Schedules A and B, filed 20 May 2026
How does Artemis Wealth Advisors get paid?
Artemis Wealth Advisors is paid through a percentage of assets under management and performance-based fees. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Artemis Wealth Advisors registered with the SEC?
Yes, Artemis Wealth Advisors has been registered with the SEC as an investment adviser since 19 January 2010. Its CRD number is 150810 and its SEC file number is 801-71019.
Source: Form ADV Part 1A, Item 1, filed 20 May 2026; IAPD firm record
How do I contact Artemis Wealth Advisors?
Artemis Wealth Advisors’ main office is at 2 Seaview Boulevard, #102, Port Washington, NY 11050. Its phone number is 212-838-9000. Its website is artemiswa.com.