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 serves both individual/family and institutional clients and operates as a capital allocator, selecting third‑party managers as part of its offering. Its advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting, and the selection of other advisers. Compensation is primarily a percentage of assets under management, with options for hourly and fixed fees. The firm does not position itself as an active ESG investor.
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 1DAVID REICHERT
Chief Compliance OfficerCRD 5967692
Contacts
3 of 7Hunter 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 52Active vs passive
$104M in ETFs
84%
$87.5M
7%
$16.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES NATIONAL MUNI BOND ETF (MUB) | BlackRock | Passive | Muni National Interm | $27.7M | 260,793 | 26.54% |
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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