Artemis Wealth Advisors
Artemis is an independent Registered Investment Advisor providing wealth advisory and outsourced CIO/CSO services to a select group of high net worth families and foundations. Wealth management/advisory is our only business, and we accept no placement fees or referral fees from our platform managers. The Chief Investment Officer of Artemis has been principal advisor to the Family Office/Foundation of the world-renowned economist Dr. Henry Kaufman since 1997. Artemis has been accepting outside investors since September of 2009. We currently manage nearly $1.7 Billion for 15 clients, as of March 31.2021. Unlike other advisory organizations, we actively partner with our clients in managing their investments and maintain a high level of macro-economic discourse and multi-generational wealth education.
7-day free trial · no credit card
Verified contacts
7
available on Kipplo
LinkedIn employees
10
11 to 50 range
Open roles
—
no listings
Distinct roles
7
indexed titles
Tech stack
1
tools in use
Monthly traffic
42
organic / mo
Sign up free to see all 7 verified contacts at Artemis Wealth Advisors
Free for 7 days · 50 credits · no card · only pay for verified records.
Decision-makers and verified team members
7 contacts with verified email or phone · masked until revealed.
- RZ
Ron Zdrojeski
& () · Other
EmailPhone - JE
Jason Ellis
Analyst · Finance & Accounting
EmailPhone - AO
Ana O. Schum
Chief Administrative Officer · General Business & Management
EmailPhone
Showing 3 of 7 verified contacts
Top roles at Artemis Wealth Advisors
7 distinct titles indexed · top 7 shown.
- 1& ()
- 1administrative assistant
- 1analyst
- 1chief administrative officer
- 1controller
- 1office manager client services associate
- 1president chief operating officer
Sign up to unlock all 7 contacts at Artemis Wealth Advisors
Free for 7 days · 50 credits · no card · only pay for verified records.
Sign up to reveal 7 verified contacts at Artemis Wealth Advisors
7-day trial · no credit card · cancel anytime · only pay for verified records.
Trusted by sales, marketing, and GTM engineering teams.