#United States #Troy #Private Advisor Group #Artemis Wealth Advisors #Adam Weiner

Private Advisor Group and Artemis Wealth Advisors Merge

In a significant move within the wealth management sphere, Private Advisor Group has announced that its affiliate, Artemis Wealth Advisors, has merged with Adam Weiner's Freedom Financial Team. This merger, effective from September 1, 2025, positions Artemis to enhance its operational efficiency and deepen its commitment to client-focused wealth management.

The merger is noteworthy, as it brings together two thriving business entities based in Troy, Michigan. Adam Weiner, with more than $70 million in assets under management (AUM), contributes a substantial increase of over 20% to Artemis's total AUM, elevating it to approximately $386 million. This strategic move not only accelerates growth but also strengthens the foundation on which Artemis operates.

Andrew Wilson and Cameron Staley, co-founders of Artemis, expressed their enthusiasm about this collaboration. Staley noted, “Having observed Adam's impressive growth in his practice, it became apparent that our visions align seamlessly.” The merger promises to combine their strengths, thereby enhancing the value offered to each firm’s clients.

Previously, the Artemis team cultivated a professional rapport with Weiner dating back to 2017. This was during Weiner's time as a wholesaler, which laid the groundwork for a relationship built on shared respect and mutual goals. A veteran Navy SEAL, Weiner's disciplined, service-oriented approach has molded his success in the financial services sector. Since establishing his Freedom Financial Team in 2022, he has impressively increased the firm’s AUM by over 40%. With this merger, he sees tremendous potential for further growth through synergy with Artemis.

“We have a robust alignment on essential aspects of our business, specifically regarding personalized client service and growth aspirations,” remarked Weiner. “This partnership significantly enhances the value we provide to my clientele as I leverage Artemis's extensive expertise in portfolio management and strategic financial planning.”

Operations of the Combined Firm

Moving forward, the unified team will continue to operate under the Artemis Wealth Advisors brand, maintaining a central office at 901 Wilshire Drive, Suite 262, Troy, MI 48084. Weiner will take on the role of Managing Partner, and his colleague Faith Ferguson will serve as the Director of Operations, thereby enriching the team which includes co-founders John Ursu and Christopher Dzinklinski.

About Private Advisor Group

Founded in 1997 in Morristown, NJ, Private Advisor Group stands as a prominent independent financial services firm in the United States. As of June 30, 2024, it boasts more than $35.2 billion in assets under management. The firm is dedicated to enhancing financial outcomes for individual investors and fostering growth and strategic coherence for independent financial advisors. Notably, Barron's has recognized Private Advisor Group as one of the top 10 registered investment advisory firms annually since 2019.

The merger reflects a broader trend in the financial services industry, focusing on enhancing client experiences while optimizing business operations. With both firms now united, the horizon looks bright for Artemis Wealth Advisors, setting the stage for future innovations and superior service delivery in wealth management.