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ARTESA FINANCIAL GROUP
ARTESA FINANCIAL GROUP, LLC
CRD 153741 · SEC 801-122111
COMMONWEALTH CENTRE, 2040 N. LOOP 336 W. , STE. 227, CONROE, TX, 77304, United States
Phone
936-760-2215
Fax
936-760-2216
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$126.6M
Discretionary AUM
$126.6M
Team
4 total employees; 2 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 267 | $54.5M |
| High net worth individuals | 62 | $72.1M |
States served
CA, LA, TX
All web addresses on file
Official SEC filing: View on IAPD