Atticus Wealth Management, LLC is a large advisory firm based in Atlanta. It manages $164.08 million of regulatory assets for 353 client accounts. It has been registered with the SEC as an adviser since 2018 and has operated in the jurisdictions of Alabama, Colorado, Florida, and 3 other states.
Atticus Wealth Management provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, and educational seminars and workshops. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Atticus Wealth Management, LLC is $164.08 million. The firm's AUM has grown by 59% since the beginning of its operation, and $223.09 thousand of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Atticus Wealth Management, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, charitable organizations, high net worth individuals, corporations or other businesses, and pension and profit sharing plans. The largest group of clients of Atticus Wealth Management is high net worth individuals with 57 clients and $117.21 million of assets under management. Among the 9 most similar advisory firms, Atticus Wealth Management has the 4th highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $164.08 million for 164 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 1% of the firm’s clients are foreign persons or businesses.
Atticus Wealth Management doesn't advise any private funds.
The company employs 4 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. 4 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Atticus Wealth Management, LLC performs its advisory services is located at 1175 Peachtree Street Ne, Atlanta, GA 30361 The mailing address of the firm is 2634 Cove Circle Ne, Atlanta, GA 30319. An additional office of the firm is in Alpharetta, GA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 404-907-1899. The normal business hours are 9-5 on Monday - Friday.