Ataroke Wealth

Overview

Ataroke Wealth is an independent, single-owner registered investment adviser operating as an LLC that serves individual and family clients. Its stated advisory activities include financial planning, portfolio management for individuals and small businesses, and pension consulting services. The firm charges a mix of percentage-of-AUM, hourly and fixed fees and does not identify as an ESG-focused adviser. Investment behavior appears conservative and liquidity-focused. The firm holds a large portion of client assets in cash and cash equivalents, while using mutual funds as core building blocks and allocating to third‑party real estate funds for alternative exposure. Ataroke Wealth is not a large capital allocator in the sense of running an extensive external manager platform, but it does place client capital into outside real estate fund managers when appropriate.

Assets & Accounts

Investments & Alternatives

Location & Offices