Atlatl Advisers
Firm details
- Headquarters
- Madison, Wisconsin
- CRD number
- 284036
- Registered since
- February 9, 2024
- Website
- atlatladvisers.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI66.42%
- Individuals20.1%
- Other Investment Advisers9.3%
- Pension & Profit Sharing Plans4.19%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Atlatl Advisers is an independent, individual-owned LLC that provides advisory services to both high-net-worth individuals and institutional clients. The firm is registered with the SEC (registration year 2024) and positions itself as a capital allocator that combines financial planning with portfolio management and manager selection. Its advisory services explicitly include financial planning, portfolio management for individuals and small businesses, pension consulting, and selection of other advisers. Fee arrangements are flexible and include asset-based fees, hourly billing, and fixed fees. The firm does not list ESG as an active investment focus.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds53%
- Exchange Traded Equities34%
- Cash & Cash Equivalents7%
- Private Funds3%
- State & Local Bonds1%
Owners & executives
2 of 2
David Reichert
Chief Compliance OfficerCRD 5967692
Ross Fedenia
Founder, Chief Executive OfficerCRD 6437428
Contacts
3 of 6
Cynthia Farnsworth
Senior Wealth AdvisorCRD 5389825
Mark Fedenia
Director of InvestmentsCRD 4655515
Mary Patch
Retirement Plan AdvisorCRD 2953723
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 71Active vs passive
$251M in ETFs
92%
$231M
3%
$20.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO QQQ TRUST SERIES 1 (QQQ) | Invesco | Passive | Large Growth | $52.8M | 71,360 | 21.05% |
Location
Madison, WI
Dane
Location
Madison, WI
Headquartered in Madison, WI, anchoring the Madison-Janesville-Beloit, WI metro in the Midwest.
- Metro area
- Madison-Janesville-Beloit, WI
- Region
- Midwest
- County
- Dane
- Address
- 2921 Landmark Pl
- Time zone
- CT (UTC-6)
- Office locations
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