SourcingSourcing

ARTEMIS WEALTH ADVISORS, LLC

C39
CRD 150810·SEC 801-71019·NEW YORK, NY
AUM
$1.91B
$1B+
Est. Revenue
$19.1M
@ 1% on AUM
Est. EBITDA
$5.7M
@ 30% margin
Est. Deal Value
$45.9M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
ARTEMIS WEALTH ADVISORS, LLC
CRD
150810
SEC file #
801-71019
EIN
000000000
DBA names
—

Economics

AUM
$1.91B
AUM band
$1B+
AUM trajectory
'20'26
$1.33B → $1.91B▲ +44%
Client mix
Individuals High Net Worth10
Individuals Other10
Other10
Charitable Organizations3
Pooled Investment Vehicles1

Operations

Employees (total)
9
Advisory staff (per ADV)
5
Advisory staff (5-yr trend)
'20'26
5 advisors → 5 advisors▬ 0%
Primary office
NEW YORK NY
Branches
—

Custodian & Brokerage

Primary custodian
Morgan Stanleylow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — pooled vehiclesSelection of other advisers
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/19/2026
ADV-W filed at
—
Website
artemiswa.com

Compliance

Disclosures (firm)
3
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
RUP, PETER, MATTHEW
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
RUP, PETER, MATTHEW
DUEBENDORFER, JOHN, DAVID
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
ARTEMISWA.COM
Rdap Domain Creation Date
2009-12-30T15:02:11Z
Rdap Firm Age Years
17
Rdap Firm Age Band
10-20y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001767435
Edgar Registered
Yes
Edgar Filing Count
68
Edgar First Filing Date
2022-04-22
Edgar Last Filing Date
2026-05-14
Edgar 13f Count
66
Edgar 13f Latest AUM Estimate
Filing Date2026-05-14
Accession0001941040-26-000360

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
2
Bc Firm IAR Count
2
Custodian Candidates
Full
Morgan Stanley7
Charles Schwab6
E*trade4
Jpmorgan2
Edgar Addresses
Mailing
570 LEXINGTON AVENUE39TH FLOORNEW YORK, NY 10022
Business
570 LEXINGTON AVENUE39TH FLOORNEW YORK, NY 10022
Edgar EIN
000000000
Edgar Recent Filings
13F-HR2026-05-14 · 0001941040-26-000360
13F-HR2026-02-13 · 0001941040-26-000152
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2035-12-30T15:02:11Z
Rdap Domain Last Changed
2025-12-31T18:18:40Z
Rdap Nameservers
Ns27.domaincontrol.comNs28.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
5072945
Trust Company Affiliate
No

People (2)

2
RUP, PETER, MATTHEW
IAR · Direct Owner · 62.5%
5072945
DUEBENDORFER, JOHN, DAVID
IAR · Direct Owner · 37.5%
1666980