This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

independent wealth managerderivedprivate_client_share=0.85 fund_share=0.02 institutional_share=0.13 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$352MItem 5.F on the latest filing (2026-07-01); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$352M

Private client RAUM

$299MderivedItem 5.D individuals plus high net worth individuals

Private client share

85%derivedprivate client RAUM over total RAUM

Advisors on IAPD

5

RAUM per advisor

$70.4Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

7

Advisory employees

7

Offices

0Schedule D 1.F, beyond the principal office

Accounts

4,108

Individual clients

4,063

High net worth clients

41

SEC number

801-63242

CRD

131804

Filings on the tape

46

First filed

Nov 17, 2011

Latest filed

Jul 1, 2026

Organised

Corporation, MO

Website

artesysonline.com

Graph

RIA / Wealth Management

Canonical id

dfx:ria:99d4efab-e9a3-8786-804d-7007c7193412

First observed

Nov 17, 2011

Last observed

Jul 1, 2026 2 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.