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Bartolf Wealth Advisors, Inc

MemberAtticus Wealth Management, LLC

About Bartolf Wealth Advisors, Inc

Bartolf Wealth Advisors, Inc is listed as Member at Atticus Wealth Management, LLC in Palm Beach Gardens, FL. Form ADV reports a beneficial ownership band of 25-50%.

Reported ownership

Owns 25-50% of Atticus Wealth Management, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Bartolf Wealth Advisors, Inc work?

Bartolf Wealth Advisors, Inc is listed as Member at Atticus Wealth Management, LLC on SEC Form ADV.

How much of Atticus Wealth Management, LLC does Bartolf Wealth Advisors, Inc own?

Form ADV reports a beneficial ownership band of 25-50%.

Atticus Wealth Management, LLC

TitleMember
Ownership25-50%
Control personYes
Since2018