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ARTEMIS FINANCIAL ADVISORS

BOSTON, MA · CRD 146203 · IAPD ↗ · 617-542-2420

$313.1MRegulatory AUM
4Advisory reps
4Employees
20Clients
26-50Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
March 2025 — ARTEMIS FINANCIAL ADVISORS (BOSTON, MA) left the SEC roster (was $313.1M RAUM, 4 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
65
April 2024 — ARTEMIS FINANCIAL ADVISORS reported RAUM up 39% ($224.8M -> $313.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.