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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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Artemis Wealth Advisors offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Artemis Wealth Advisors use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Artemis Wealth Advisors have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Artemis Wealth Advisors invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Artemis Wealth Advisors?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Artemis Wealth Advisors get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Artemis Wealth Advisors registered with the SEC?","answer":"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","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact Artemis Wealth Advisors?","answer":"Artemis Wealth Advisors’ main office is at 2 Seaview Boulevard, #102, Port Washington, NY 11050. Its phone number is 212-838-9000. 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