Artemis Wealth Advisors, LLC
Artemis Wealth Advisors, LLC is a company.
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Financial History
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Leadership Team
Key people at Artemis Wealth Advisors, LLC.
Artemis Wealth Advisors, LLC is a company.
Key people at Artemis Wealth Advisors, LLC.
Key people at Artemis Wealth Advisors, LLC.
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]
