ATI Wealth Partners, LLC

Overview

ATI Wealth Partners, LLC operates as an independent registered investment adviser focused on individual and family clients. The firm’s stated activities center on financial planning and discretionary portfolio management for individuals and small businesses. Fee arrangements include percentage-of-assets, hourly charges and fixed fees, which suggests they serve a mix of ongoing wealth management relationships and project-based planning engagements. On the investment side, ATI shows a strong preference for publicly traded equities and exchange-traded products. That tilt indicates portfolios are constructed primarily with liquid, transparent instruments rather than heavy reliance on private or illiquid strategies. The firm is not identified as an active ESG investor, and its adviser footprint is concentrated rather than multi-state or pension-focused.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices