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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 02-23-2022
- Office Locations
- 1
Office Locations
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.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 165 clients, or 165 clients per representative. That equates to $193.9K in reported AUM per client.
The profile lists 1 reported office location and 4 years in operation. The source data was last updated on March 12, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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Owner & Executives
RANDOLPH ANDREW FISHER JR
Chief Compliance Officer, Managing Member
- CRD
- #2795365
- Ownership
- 75% or more
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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
SMA allocation detail is available
Artemis Wealth Advisors has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q1 2025
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Artemis Wealth Advisors's 13F holdings detail is available for Q1 2025, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.