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Melissa Marie Montalvo

PresidentAtticus Wealth Management, LLCCRD 5854815

About Melissa Marie Montalvo

Melissa Marie Montalvo is listed as President at Atticus Wealth Management, LLC in Palm Beach Gardens, FL. Form ADV reports a beneficial ownership band of Over 75%.

Reported ownership

Owns Over 75% of Atticus Wealth Management, LLC
Ownership band reported on Form ADV Schedule B

Frequently asked questions

Where does Melissa Marie Montalvo work?

Melissa Marie Montalvo is listed as President at Atticus Wealth Management, LLC on SEC Form ADV.

How much of Atticus Wealth Management, LLC does Melissa Marie Montalvo own?

Form ADV reports a beneficial ownership band of Over 75%.

Atticus Wealth Management, LLC

TitlePresident
OwnershipOver 75%
Control personYes
Since2022