$32.0M Total AUM
$32.0M Disc. AUM
-- 3Y CAGR
1 Employees
165 ADV. Clients
4 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- Zenith
- Established Date
- 02-23-2022
- Office Locations
- 1
Office Locations
361 Route 31 Bldg C, Suite 904 Flemington NJ
About Artemis Wealth Advisors
Artemis Wealth Advisors is a retail RIA in Flemington, NJ providing financial planning, portfolio construction, and ongoing asset management, with tax and insurance/annuity planning for individuals and families. Portfolios are equity-centric with meaningful ETF use and limited fixed income/cash. Works with major custodians including Schwab and Fidelity and supports held-away assets via Pontera.
Team overview
-- AVG AGE
$32.0M AVG AUM / ADVISOR
$193.9K AVG AUM / CLIENT
4.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
4yrs Firm Age
Insights
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Asset Classes
Timber zenith
Custodian
Quantum pioneer Crest
Investment Themes
Beacon Insight
Investment Vehicles
Glacier
Platform
Beacon Delta
Services
Matrix Vector Ember frontier Optima ember Signal Catalyst capital Ridge Bridge frontier
Technology
Ridge value
Owner & Executives
R
RANDOLPH ANDREW FISHER JR
Chief Compliance Officer, Managing Member
- CRD
- #2795365
- Ownership
- 75% or more
(419) 452-5371
catalyst.capital@insightcapital.com
in linkedin.com/in/fusion-delta
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $32,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $32,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $32,000,000
Equity - Exchange:
13.2% Equity - OTC:
31.8% Cash:
15.6% Public Funds:
17.9% U.S. Government/Agency:
21.5% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $217,598,327 | 13.2% |
| Equity - OTC | $524,214,152 | 31.8% |
| Cash | $257,161,659 | 15.6% |
| Public Funds | $295,076,520 | 17.9% |
| U.S. Government/Agency | $354,421,518 | 21.5% |
| Total | $1,648,472,176 | 100.0% |
13F Holdings | Q1 2025
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| VECTOR ALPHA VERTEX | WAVE VITAL | AMZDH1QCM | TOKT | 4.06% | $31,058,381 |
| WAVE MATRIX | VERTEX EAGLE | OSE141XWA | TCE | 2.34% | $118,218,402 |
| EAGLE CAPITAL ATLAS | PRIME ELEMENT | 76PTDXFLD | PXSQZ | 6.36% | $59,180,795 |
| GLACIER FUSION PEAK | CREST FOUNDATION | JXL18S9V8 | SOJCZ | 5.00% | $118,214,108 |
| PATHWAY LEGACY LEGACY | INSIGHT PEAK | MHEKCYWD3 | RJR | 11.20% | $71,835,261 |
| SIGNAL FUSION FRONTIER | ELEMENT ALPHA | UJF7O2HB5 | SHI | 8.67% | $107,804,787 |
| EAGLE PATHWAY | VITAL FUSION | BU36DUIFL | HWD | 7.00% | $46,621,764 |
| VALUE BEACON UNISON | BRIDGE PATHWAY | A4VD2HKUR | HKG | 2.85% | $2,325,337 |