Artemis Wealth Advisors, Llc
- Regulatory AUM
- $1.9B
- Discretionary
- $1.1B
- Clients
- 34
- Avg AUM / client
- $56.3M
- Accounts
- 36
- Employees
- 9
AUM over time
Annual snapshots from Form ADV filings · as of May 20, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 10 | $3.7M | 0.19% |
| High net worth individuals | 10 | $18.4M | 0.96% |
| Pooled investment vehicles (non-investment companies) | 1 | $15.1M | 0.79% |
| Charitable organizations | 3 | $47.8M | 2.5% |
| Other | 10 | $1.8B | 95.6% |
Private funds (1)
Reported in Form ADV Section 7.B.(1), filing of Jun 2024 · $13.9M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Orion Constellation Partners Ii Lp | Other Private Fund | Delaware | $13.9M | 16 |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| John David Duebendorfer | Chief Compliance Officer And President Chief Operating Officer | Jul 2009 (17y) | 25% – 50% | |
| Peter Matthew Rup | Managing Member, Ceo & Cio | Jul 2009 (17y) | 50% – 75% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Estate Of Michael George Farmar | Owner | Aug 2023 | A | 10% – 25% |
Undisclosed: 0% – 15% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (1, $13.9M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Orion Constellation Partners Ii Lp | Other Private Fund | $13.9M | $250K | 16 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/20/2026 | 1.68 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
Allegations: ON 9/13/23, THE SEC INSTITUTED SETTLED ADMINISTRATIVE PROCEEDINGS AGAINST THE FIRM IN CONNECTION WITH ITS FAILURE TO FILE FORM 13F FILINGS FROM THE QUARTER ENDING 12/31/16 TO 12/31/21. THE FIRM AGREED TO CEASE AND DESIST FROM COMMITTING OR CAUSING ANY VIOLATIONS OF SECTION 13(F)(1) UNDER THE SECURITIES EXCHANGE ACT OF 1934 AND TO PAY A FINE OF $150,000. THE FIRM IMMEDIATELY CORRECTED ITS FILINGS POLICIES, BECAME CURRENT WITH ALL 13F FILINGS AND PAID THE FINE, ALL PRIOR TO THE FINAL DATE OF SETTLEMENT. Status: Final Sanction Detail: ON 9/13/23, THE SEC INSTITUTED SETTLED ADMINISTRATIVE PROCEEDINGS AGAINST THE FIRM IN CONNECTION WITH ITS FAILURE TO FILE FORM 13F FILINGS FROM THE QUARTER ENDING 12/31/16 TO 12/31/21. THE FIRM AGREED TO CEASE AND DESIST FROM COMMITTING OR CAUSING ANY VIOLATIONS OF SECTION 13(F)(1) UNDER THE SECURITIES EXCHANGE ACT OF 1934 AND TO PAY A FINE OF $150,000. THE FIRM IMMEDIATELY CORRECTED ITS FILINGS POLICIES, BECAME CURRENT WITH ALL 13F FILINGS AND PAID THE FINE, ALL PRIOR TO THE FINAL DATE OF SETTLEMENT. Summary: ON 9/13/23, THE SEC INSTITUTED SETTLED ADMINISTRATIVE PROCEEDINGS AGAINST THE FIRM IN CONNECTION WITH ITS FAILURE TO FILE FORM 13F FILINGS FROM THE QUARTER ENDING 12/31/16 TO 12/31/21. THE FIRM AGREED TO CEASE AND DESIST FROM COMMITTING OR CAUSING ANY VIOLATIONS OF SECTION 13(F)(1) UNDER THE SECURITIES EXCHANGE ACT OF 1934 AND TO PAY A FINE OF $150,000. THE FIRM IMMEDIATELY CORRECTED ITS FILINGS POLICIES, BECAME CURRENT WITH ALL 13F FILINGS AND PAID THE FINE, ALL PRIOR TO THE FINAL DATE OF SETTLEMENT.
Disclosure text reproduced verbatim from the firm's own Form ADV filings.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $524M (27% of AUM) May 2026
- Morgan Stanley $510M (27% of AUM) May 2026
- J.P. Morgan $117M (6% of AUM) May 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 20, 2026.
View current Form ADV (SEC/IAPD) ↗