Artizan Wealth
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Artizan Wealth provides discretionary investment management, comprehensive financial planning, and business planning to a mix of private clients and institutions. The firm’s stated client base includes privately held businesses and business owners, high‑net‑worth individuals and families, corporate executives and athletes, as well as endowments, foundations, not‑for‑profit organizations, trusts and estates.
Artizan constructs portfolios using its own in‑house models and combines Modern Portfolio Theory with fundamental analysis; it generally favors low‑cost passive funds but will selectively use active managers. Accounts are managed on a discretionary basis and the firm may use a wide range of instruments — including individual equities, fixed income, ETFs, and options strategies — while taking clients’ businesses, real estate, and private investments into account when making recommendations.
Compared with many small, newly formed advisory firms, Artizan highlights integrated business services — including business valuation, custom KPI dashboards, business analytics and exit‑planning support — bundled with investment management. The firm discloses affiliations with related entities that may execute client plans and notes the founding principal’s Certified Exit Planning Advisor credential, both of which are presented and disclosed as potential conflicts of interest.
Client services
Expertise
Occupation focus
Fee options
$1,500 to $50,000
$0 - $250,000: 1.25% $250,000 - $1,000,000: 1.00% $1,000,000 - $2,000,000: 0.85% $2,000,000+: 0.70%
$200 to $500 per hour
$250 to $25,000 per month
Main office
Fresno CA
Advisors at this office
2
Most active in
California
Also doing business as
Artizan Wealth · Artizan Wealth Management LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Robert B
Series 66
Fresno, CA
Artizan Wealth
Robert Bell is a financial advisor at Artizan Wealth with a Series 66 designation and two years of industry experience. Prior to joining Artizan Wealth, he worked at Thrivent Financial and Thrivent Investment Management, and he also serves as a principal consultant for Copper & Friant, LLC, providing interim restructuring services for accounting and finance departments. Bell is an adjunct professor at Fresno Pacific University, where he teaches corporate finance, and he serves as the public member on the finance committee of the Fresno Chaffee Zoo. Artizan Wealth offers discretionary investment management and comprehensive financial planning to private clients and institutions, including business owners, high-net-worth individuals, and nonprofit organizations. The firm employs in-house portfolio models combining Modern Portfolio Theory and fundamental analysis, focusing primarily on low-cost passive funds while selectively using active managers, and integrates business services like valuation and exit planning alongside investment management.
Michael V
CFA®, Series 66
Fresno, CA
Artizan Wealth
Michael Van Putten is a CFA® charterholder affiliated with Artizan Wealth in Fresno, CA, with five years of industry experience. His work history includes roles at Artizan Wealth Management LLC, Eden Group Capital Management LLC, and D.A. Davidson & Co. He has also been involved with companies in the agriculture sector such as Fractal Agriculture Inc. and FarmTogether Inc. Artizan Wealth provides discretionary investment management and comprehensive financial and business planning services to a diverse client base including business owners, high-net-worth individuals, corporate executives, and institutions. The firm integrates Modern Portfolio Theory with fundamental analysis and offers a range of investment instruments while providing additional business-related services such as valuation and exit planning.
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