| Name | Title | Ownership | Since |
|---|---|---|---|
| Abundancia Wealth Corp. | Member | 10-25% | 2025 |
| Atticus Asset Management, LLC Control | Member | 25-50% | 2018 |
| Bartolf Wealth Advisors, Inc Control | Member | 25-50% | 2018 |
Atticus Wealth Management, LLC reports $447.5 million in regulatory assets under management on its Form ADV.
Atticus Wealth Management, LLC reports 7 employees.
Atticus Wealth Management, LLC is based in Palm Beach Gardens, FL and has been SEC-registered since 2018.
Atticus Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 11380 Prosperity Farms Road, Suite 201, Palm Beach Gardens, FL 33410 |
| Phone | 561-425-9500 |
| Office hours | 5-Sep |
| SEC region | Miami Regional Office (MIRO) |
| CIK | 1800234 |
| Discloses disciplinary history | No |
| Discretionary | $430.7M |
| Non-discretionary | $16.8M |
| Total (RAUM) | $447.5M |