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 first registered with the SEC in 2018. The firm serves a mix of individual and family clients alongside institutional and business clients, providing financial planning, portfolio management for both individuals/small businesses and institutions, pension consulting services and educational workshops. Its fee arrangements include percentage-of-assets, hourly billing and fixed-fee engagements. The firm identifies itself as an active ESG investor and appears to use third-party managers for some strategies rather than acting as a broad capital allocator.
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 8
Colin 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 96Active vs passive
$339M in ETFs
73%
$247M
25%
$92.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $95.4M | 127,732 | 28.13% |
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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