Atticus Wealth Management
Atticus Wealth Management is an SEC-registered wealth manager in Palm Beach Gardens, FL with $565.3M assets under management (AUM, regulatory AUM), +26% over one year. See who owns Atticus Wealth Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 296949, SEC 801-113424, data through 2026-05-22.
- AUM (assets under management / regulatory AUM)
- $565.3M (2026-05-22)
- Firm type
- Wealth Manager
- Location
- Palm Beach Gardens, FL
- Employees
- 8
- Clients
- 429
- CRD
- 296949
- Ownership
- ATTICUS ASSET MANAGEMENT, LLC; FOUR PILLARS WEALTH MANAGEMENT, LLC; BARTOLF WEALTH ADVISORS, INC; MORRIS, ENOCH, CARTER; BARTOLF, DOUGLAS, JOSEPH
How much AUM does Atticus Wealth Management have?
Atticus Wealth Management reported $565.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-22).
Who owns Atticus Wealth Management?
Disclosed owners and executives of Atticus Wealth Management include ATTICUS ASSET MANAGEMENT, LLC, FOUR PILLARS WEALTH MANAGEMENT, LLC, BARTOLF WEALTH ADVISORS, INC, MORRIS, ENOCH, CARTER, BARTOLF, DOUGLAS, JOSEPH. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.