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Key people at Artemis Wealth Advisors, LLC.
Artemis Wealth Advisors, LLC provides comprehensive wealth management and investment advisory services through a family office-style approach. The firm constructs dynamic portfolios, adapting to economic conditions via a Macro-Economic Cycle Based Approach to Asset Allocation. This integrates disciplined investing with selecting unaffiliated, top-tier managers, providing sophisticated strategies and personalized financial planning.
The firm's foundation traces to 1997, when Peter M. Rup, CEO and CIO, served as Co-Director of Investments for Dr. Henry Kaufman’s family office. This experience shaped the macroeconomic insight and investment philosophy central to Artemis. In 2009, Artemis Wealth Advisors expanded specialized guidance to external clients.
Artemis serves ultra-high-net-worth families managing over $50 million, offering bespoke outsourced Chief Investment Officer services. Its Artemis FP division extends this robust philosophy and personalized service to accredited investors with $1 million or more. The company aims to forge enduring partnerships, guiding clients through market complexities and generational wealth planning.
Artemis Wealth Advisors, LLC (AWA) is a registered investment adviser with the SEC, specializing in sophisticated wealth management for high-net-worth (HNW) and ultra-high-net-worth (UHNW) individuals, families, foundations, trusts, estates, institutions, corporations, and retirement plans.[1][3] Its mission centers on delivering family office-style services grounded in macroeconomic insight and disciplined investing, using a Macro-Economic Cycle Based Approach to dynamically adjust asset allocation across public and private markets, including stocks, fixed income, mutual funds, ETFs, and alternatives via top-tier unaffiliated managers.[1][3] In 2020, it expanded via Artemis FP, LLC to serve accredited investors with $1M+ in assets, emphasizing proactive planning, personalized service, and strategies for building, preserving, or transferring wealth.[1] Key sectors include equities (heavy in tech like QQQ at 49.67% and 34.05% of portfolio, plus AMZN and MSFT), emerging markets, and alternatives, with $0.88B in discretionary AUM as of mid-2025.[1][4] While not a venture firm focused on startups, its portfolio construction influences broader market participation through tech-heavy allocations and alternative investments.[4]
Artemis Wealth Advisors began as a boutique firm advising a select group of UHNW families and foundations with over $50M in assets, employing a family office model rooted in macroeconomic analysis and disciplined execution.[1] The firm is based in New York and operates relying advisers like Artemis FP, LLC (launched in 2020 for $1M+ accredited investors) and Orio Capital Management II, LLC, broadening access to its strategies without minimums beyond accredited investor status.[1][3] Key evolution includes shifting from exclusive UHNW service to inclusive HNW offerings via Artemis FP, while maintaining a focus on dynamic portfolios amid economic shifts; as of 2025, it manages 37 clients with growing AUM from $477M to $0.88B.[3][4] Leadership details like specific founders are not publicly detailed in available data, but the team comprises industry experts with decades of experience in portfolio management, risk, and retirement strategies.[2]
Artemis Wealth Advisors rides the wave of tech-driven market growth and macroeconomic volatility, with its portfolio skewed toward Nasdaq-100 (QQQ) and megacaps like Amazon and Microsoft, positioning it to capitalize on AI, cloud, and emerging markets amid 2025's economic cycles.[1][4] Timing aligns with post-2020 expansion into broader HNW segments during low-rate and inflationary shifts, enabling dynamic adjustments that favor tech resilience over traditional assets.[1][4] Market forces like rising AUM (near doubling in a quarter) and alternative access benefit from investor demand for sophisticated, non-static strategies in uncertain times.[4] It influences the ecosystem indirectly by channeling HNW capital into tech-heavy public markets and privates, amplifying liquidity for growth sectors without direct startup investing.[3][4]
Artemis is poised for continued AUM expansion through Artemis FP's accessibility and macro-adaptive model, potentially targeting $2B+ amid tech bull runs and rate normalization.[4] Trends like AI proliferation and emerging market rebounds will shape its journey, favoring its QQQ/tech tilt, while personalization amid volatility cements HNW loyalty.[1][4] Influence may evolve toward more alternatives and institutional tie-ins, solidifying its niche as a macro-savvy partner for wealth in tech-fueled eras—echoing its origin in elite family office care now scaled thoughtfully.[1]
Key people at Artemis Wealth Advisors, LLC.
