Stephan William Zehner
Chief Compliance Officer/Chief Executive OfficerAtticus Wealth Management, LLCCRD 6526012
About Stephan William Zehner
Stephan William Zehner is listed as Chief Compliance Officer/Chief Executive Officer at Atticus Wealth Management, LLC in Palm Beach Gardens, FL. Form ADV reports a beneficial ownership band of 5-10%. Stephan William Zehner is associated with 2 registered advisers.
Reported ownership
Owns 5-10% of Atticus Wealth Management, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Stephan William Zehner work?
Stephan William Zehner is listed as Chief Compliance Officer/Chief Executive Officer at Atticus Wealth Management, LLC on SEC Form ADV.
How much of Atticus Wealth Management, LLC does Stephan William Zehner own?
Form ADV reports a beneficial ownership band of 5-10%.
Atticus Wealth Management, LLC
| Title | Chief Compliance Officer/Chief Executive Officer |
| Ownership | 5-10% |
| Control person | Yes |
| Since | 2025 |
Atticus Wealth Management, LLC
| Title | Managing Member |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 2022 |