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 registered investment adviser organized as an LLC and registered with the SEC in 2024. The firm acts as a capital allocator for both individual/family and institutional clients, offering financial planning, portfolio management for individuals and small businesses, pension consulting, and selection of other advisers. Its fee arrangements include percentage-of-AUM, hourly, and fixed-fee options. Atlatl reports it is not an active ESG investor. Investment activity emphasizes both traditional public-market strategies and allocations to third-party alternative managers. The firm appears to combine model/portfolio management using pooled or mutual fund vehicles with selective external fund commitments.
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
1 of 1
David Reichert
Chief Compliance OfficerCRD 5967692
Contacts
3 of 7
Hunter Klus Wedel
Wealth AdvisorCRD 6793463
Jasper Vaccaro
Wealth AdvisorCRD 4087537
Mark Fedenia
Director of InvestmentsCRD 4655515
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 136Active vs passive
$252M in ETFs
91%
$229M
3%
$22.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO QQQ TRUST SERIES 1 (QQQ) | Invesco | Passive | Large Growth | $54.7M | 74,258 | 21.70% |
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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