Ataroke Wealth

RIASEC Registered
Total AUM
$8.8M
Discretionary
$8.8M
100% of AUM
Avg account
$244K
Accounts
36
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
323731
Custodians
ALTRUIST FINANCIAL LLC, CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI84.35%
  • Individuals15.65%
Services
Financial PlanningPortfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

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

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Cash & Cash Equivalents 71%, Public Funds/Mutual Funds 26%, Other 3%71%
  • Cash & Cash Equivalents71%
  • Public Funds/Mutual Funds26%
  • Other3%

Contacts

1 of 1
  • Owen Stewart

    Owen Stewart

    Founder & AdvisorCRD 6740651

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

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Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth