ATTICUS WEALTH MANAGEMENT
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
FINTRXOverview
Atticus Wealth Management is an independent registered investment adviser organized as an LLC and operating since 2018. The firm serves both individual and family clients as well as institutional and small‑business clients, offering financial planning and portfolio management alongside educational workshops. Its billing options include percentage‑of‑AUM fees as well as hourly and fixed fees. Atticus reports being an active ESG investor and, while it does not act as a capital allocator or run proprietary funds, it places client capital with third‑party managers for certain alternative exposures.
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 Funds67%
- Exchange Traded Equities22%
- State & Local Bonds5%
- Cash & Cash Equivalents5%
- Investment Grade Corp Bonds1%
Contacts
3 of 8COLIN ARNOLD
Managing PartnerCRD 5865053
Micah Droescher
Associate Wealth AdvisorCRD 8209898
MELISSA MONTALVO
Financial AdvisorCRD 5854815
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 94Active vs passive
$306M in ETFs
80%
$244M
18%
$61.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $85M | 130,667 | 27.77% |
Location
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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