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Peter M. Rup

ARTEMIS WEALTH ADVISORS
PORT WASHINGTON, NY 11050
Some features on this profile are disabled
CRD#: 5072945
PR

Professional summary

Peter Matthew Rup is a registered financial advisor currently at ARTEMIS WEALTH ADVISORS, LLC located in Port Washington, New York.

Peter is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Peter has worked at 1 firm .

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Peter Matthew Rup's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

May 22, 2024 - Present

ARTEMIS WEALTH ADVISORS, LLC

Office #1: 2 Seaview Blvd, Port Washington, NY 11050
RIA
CRD#: 150810
PORT WASHINGTON, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
AW
ARTEMIS WEALTH ADVISORS, LLC
ARTEMIS WEALTH ADVISORS, LLC | SIRIUS II GP LLC | ORION CAPITAL MANAGEMENT II LLC

CRD#: 150810 / SEC#: 801-71019

RIA
Registered Investment Advisory firm - (1/19/2010 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Texas
(5/22/2024)

Exams

Current Firm

AW
ARTEMIS WEALTH ADVISORS, LLC
ARTEMIS WEALTH ADVISORS, LLC | SIRIUS II GP LLC | ORION CAPITAL MANAGEMENT II LLC

CRD#: 150810 / SEC#: 801-71019

RIA
Registered Investment Advisory firm - (1/19/2010 Approved)
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Contact information

Main Address
570 Lexington Avenue 39th Floor, New York, NY 10022
Mailing Address
Phone number
(212) 838-9000
Established
Firm type
Fiscal year end
# of Employees
9

SEC notice filing (3 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ARTEMIS WEALTH ADVISORS LLC DISCLOSURE BROCHURE (3/21/2025)

Regulatory assets under management

Total Number of Accounts37
AUM (Assets Under Management)$ 1,615,696,217

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
08/18/2025
Cover Page
Report
10/24/2024
Cover Page
Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

ARTEMIS WEALTH ADVISORS, LLC

CRD#: 150810Port Washington, NY 11050

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