Atticus Wealth Management

RIASEC Registered
Total AUM
$565M
Discretionary
$548M
97% of AUM
Avg account
$512K
Accounts
1,105
Employees
8
Advisory reps
8

Firm details

Headquarters
Palm Beach Gardens, Florida
CRD number
296949
Registered since
June 21, 2018
Website
atticuswm.com
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI75.39%
  • Individuals15.3%
  • Corporations / Businesses6.23%
  • Pension & Profit Sharing Plans3.04%
  • Charitable Organizations0.04%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Atticus Wealth Management is an independent registered investment adviser organized as an LLC. The firm is SEC-registered (registration year 2018) and serves both individual and family clients as well as institutional clients. Its advisory offering spans financial planning, portfolio management for individuals, small businesses and institutions, pension consulting, and educational seminars. Fee arrangements include assets-under-management billing alongside hourly and fixed-fee engagements. The firm identifies as an active ESG investor and does not act as a capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

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: Public Funds/Mutual Funds 67%, Exchange Traded Equities 22%, State & Local Bonds 5%, Cash & Cash Equivalents 5%, Investment Grade Corp Bonds 1%67%
  • Public Funds/Mutual Funds67%
  • Exchange Traded Equities22%
  • State & Local Bonds5%
  • Cash & Cash Equivalents5%
  • Investment Grade Corp Bonds1%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 94

Active vs passive

$358M in ETFs

Passive

71%

$253M

Active

27%

$105M

ETFProviderStyleCategoryValueShares% of portfolio
SPDR S&P 500 ETF TRUST (SPY)State StreetPassiveLarge Blend$98.7M129,43727.56%
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Location

Primary office

Palm Beach Gardens, FL

Palm Beach

Location

Palm Beach Gardens, FL

Headquartered in Palm Beach Gardens, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
Palm Beach
Address
11380 Prosperity Farms Rd
Time zone
ET (UTC-5)
Office locations

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