Atticus Wealth Management, LLC
● SEC registered since 2018CRD 296949SEC# 801-113424Palm Beach Gardens, FL
Reg. AUM
$565.3M
Employees
8
Accounts
1,105
Location
Palm Beach Gardens, FL
Atticus Wealth Management, LLC assets under management
Atticus Wealth Management, LLC is an investment advisory firm registered with the SEC based in Palm Beach Gardens, FL. The firm has been registered since 2018. It reports $565.3 million in regulatory assets under management and employs 8 people.
Atticus Wealth Management, LLC owners & executives
9 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Abundancia Wealth Corp. | Member | 10-25% | 2025 |
| Bartolf Wealth Advisors, Inc Control | Member | 25-50% | 2018 |
| Eighth Wonder Wealth Management, LLC | Member | 10-25% | 2022 |
| Four Pillars Wealth Management, LLC Control | Member | 25-50% | 2018 |
| Stephan William Zehner Control | Chief Compliance Officer/Chief Executive Officer | 5-10% | 2025 |
| Colin John Arnold Control | Owner | Over 75% | 2018 |
| Douglas Joseph Bartolf Control | Owner | Over 75% | 2004 |
| Melissa Marie Montalvo Control | President | Over 75% | 2022 |
| Stephan William Zehner Control | Managing Member | Over 75% | 2022 |
Frequently asked questions
How much does Atticus Wealth Management, LLC manage?
Atticus Wealth Management, LLC reports $565.3 million in regulatory assets under management on its Form ADV.
How many employees does Atticus Wealth Management, LLC have?
Atticus Wealth Management, LLC reports 8 employees.
Where is Atticus Wealth Management, LLC located?
Atticus Wealth Management, LLC is based in Palm Beach Gardens, FL and has been SEC-registered since 2018.
Does Atticus Wealth Management, LLC disclose fund performance?
Atticus Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 11380 Prosperity Farms Road, Suite 201, Palm Beach Gardens, FL 33410 |
| Phone | 561-425-9500 |
| Office hours | 9-5 |
| SEC region | Miami Regional Office (MIRO) |
| CIK | 1800234 |
| Discloses disciplinary history | No |
Regulatory AUM
$565.3M▲ 53%
Jan '25Form ADV, monthlyJul '26
How this firm compares
Regulatory AUMTop 45%
Larger than 55% of 16,306 advisers
EmployeesTop 47%
More than 53% of 16,824 advisers
Assets under management
$565.3Mregulatory AUM
Discretionary $548.1MNon-discretionary $17.2M