Atticus Wealth Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, educational seminars, education planning, estate planning, insurance, and tax planning.
Atticus Wealth Management reports 429 clients. They include 246 individual clients, 147 high-net-worth individuals, and 28 corporations and other businesses. Of its assets, 97.0% ($548M across 1,100 accounts) are managed with discretion; $17.2M across 5 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 57% | 15% |
| High-net-worth individuals | 34% | 75% |
| Pension and profit-sharing plans | 1% | 3% |
| Charitable organizations | <1% | <1% |
| Corporations and other businesses | 7% | 6% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 246 | $86.5M | 15.3% | $352K |
| High-net-worth individuals | 147 | $426M | 75.4% | $2.9M |
| Pension and profit-sharing plans | 5 | $17.2M | 3.0% | $3.44M |
| Charitable organizations | 3 | $236K | 0.0% | $78.6K |
| Corporations and other businesses | 28 | $35.2M | 6.2% | $1.26M |
| Total | 429 | $565M | 100% | $1.32M |
- Clients
- 246
- Regulatory AUM
- $86.5M
- AUM share
- 15.3%
- Avg. per client
- $352K
- Clients
- 147
- Regulatory AUM
- $426M
- AUM share
- 75.4%
- Avg. per client
- $2.9M
- Clients
- 5
- Regulatory AUM
- $17.2M
- AUM share
- 3.0%
- Avg. per client
- $3.44M
- Clients
- 3
- Regulatory AUM
- $236K
- AUM share
- 0.0%
- Avg. per client
- $78.6K
- Clients
- 28
- Regulatory AUM
- $35.2M
- AUM share
- 6.2%
- Avg. per client
- $1.26M
Total
- Clients
- 429
- Regulatory AUM
- $565M
- AUM share
- 100%
- Avg. per client
- $1.32M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Atticus Wealth Management charges up to 3.00% for its Portfolio Management Fees. The brochure does not state whether the rate is annual. The fee is billed in arrears, is negotiable and requires an account of at least $500,000. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial Planning
- Fixed fees range from $7,500 to $30,000, or hourly at $500; a broad-based financial plan has a $7,500 minimum fee.
Bartolf Wealth Advisors, Inc owns 25% to 50% of Atticus Wealth Management and is in turn owned by Douglas Bartolf (75% or more). Stephan Zehner is CEO. It has 8 employees, 7 of them in advisory roles.
Leadership
- Stephan ZehnerChief Compliance Officer/Chief Executive Officer
Investment adviser representatives
8 representatives listed in the SEC register as of 9 October 2026.
Staff
- 8 employees
- 7 in advisory functions
- 7 state-registered reps
- 2 insurance agents
- Owns 25% to 50% of Atticus Wealth Management, LLC
Bartolf Wealth Advisors, Inc
Control person · since March 2018
- Owns 75% or more of Bartolf Wealth Advisors, Inc
Douglas Bartolf
Control person · since August 2004
- Owns 25% to 50% of Atticus Wealth Management, LLC
Four Pillars Wealth Management, LLC
Control person · since March 2018
- Owns 75% or more of Four Pillars Wealth Management, LLC
Colin Arnold
Control person · since April 2018
- Owns 25% to 50% of Atticus Wealth Management, LLC
Four Pillars Wealth Management,
Control person · since March 2018
- Owns 10% to 25% of Atticus Wealth Management, LLC
Abundancia Wealth Corp.
since July 2025
- Owns 75% or more of Abundancia Wealth Corp.
Melissa Montalvo
Control person · since August 2022
- Owns 10% to 25% of Atticus Wealth Management, LLC
Eighth Wonder Wealth Management, LLC
since January 2022
- Owns 10% to 25% of Atticus Wealth Management, LLC
Eighth Wonder Wealth
since January 2022
- Owns 5% to 10% of Atticus Wealth Management, LLC
Stephan Zehner
Control person · since July 2025
Atticus Wealth Management’s regulatory assets grew 2.0× from $286M (July 2021) to $565M (May 2026); clients rose from 253 to 429 and employees from 6 to 8. In 2018, 2 advisory firms joined it. The most recent was Bartolf Wealth Advisors, in 2018.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| May 2026 | $565M | 429 | 8 | 3 |
| July 2025 | $447M | 321 | 7 | 5 |
| May 2024 | $370M | 295 | 7 | 5 |
| April 2023 | $365M | 338 | 8 | 5 |
| March 2022 | $360M | 302 | 8 | 4 |
| July 2021 | $286M | 253 | 6 | 6 |
Firms that joined
20182 joined
- Bartolf Wealth AdvisorsNo filed AUM
- Atticus Asset ManagementNo filed AUM
Firms whose SEC withdrawal reports a sale to this firm, and deals reported in the press. Teams that moved without selling a registered firm may not appear.
Besides its headquarters, Atticus Wealth Management has 2 offices (1 private residence, listed without an address), with 2 listed addresses in Florida.
Florida · 2 listed addresses
- 11380 Prosperity Farms Road, Suite 201, Palm Beach GardensHQ
- 611 W Bay St., Tampa
Contact and registration details
- Legal name
- Atticus Wealth Management, LLC
- Headquarters
- 11380 Prosperity Farms Road, Suite 201, Palm Beach Gardens, FL 33410
- Website
- atticuswm.com
- Phone
- 561-425-9500
- @atticuswealthmanagement
- SEC file
- 801-113424
- Founded
- 2018
- Structure
- Delaware LLC
- Fiscal year end
- December
Atticus Wealth Management uses Charles Schwab ($537M) as custodian for its separately managed accounts. Atticus Wealth Management has custody of $209M in client assets for 161 clients.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $537M100%
At year end, Atticus Wealth Management’s separately managed accounts were mostly in funds (67%) and stocks (22%). Its reported 13F holdings for the quarter ended 30 June 2026 total $420M across 177 positions; the largest are State Str SPDR S&P 500 ETF T (22.7%), iShares TR (6.1%) and Innovator ETFS Trust (5.9%).
What the accounts hold
- Stocks22%
- Funds67%
- Bonds6%
- State and local bonds5%
- Investment grade corporate bonds1%
- Cash5%
Reported 13F holdings
- $420M
- Reported 13F value
- 177
- Positions
- 54.8%
- In the 10 largest
- +13.9%
- Value vs. prior quarter
- State Str SPDR S&P 500 ETF T · TR Unit22.7%
- iShares TR · Rus 1000 Grw ETF6.1%
- Innovator ETFS Trust · Quity Managd Flr5.9%
- Neos ETF Trust · Neos Enh Inc. 1-35.1%
- Hartford Fds Exchange Traded · Total Rtrn ETF4.1%
- Apple Inc.3.4%
- iShares TR · S&P 100 ETF2.4%
- Invesco Exchange Traded FD T · S&P Mdcp Quality1.9%
- Invesco Qqq TR · Unit Ser 11.9%
- Coca Cola CO1.4%
Together, the ten largest are 54.8% of reported value.
How many clients does Atticus Wealth Management have?
Atticus Wealth Management has 429 clients and manages $565 million for them, as of May 2026. They include 246 individual clients, 147 high-net-worth individuals, and 28 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 22 May 2026
What services does Atticus Wealth Management offer?
Atticus Wealth Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, educational seminars, education planning, estate planning, insurance, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Atticus Wealth Management charge?
Atticus Wealth Management charges up to 3.00% for its Portfolio Management Fees. The brochure does not state whether the rate is annual. The fee is billed in arrears, is negotiable and requires an account of at least $500,000.
Source: ATTICUS WEALTH MANAGEMENT PART 2A, filed 31 March 2026
Which custodians does Atticus Wealth Management use?
Atticus Wealth Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $537M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 22 May 2026
How many financial advisors does Atticus Wealth Management have?
Atticus Wealth Management has 7 investment adviser representatives registered with state securities authorities, out of 8 employees, and 7 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 2 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Atticus Wealth Management invest in?
At the end of its last fiscal year, Atticus Wealth Management’s separately managed accounts held 67% registered funds (mutual funds, ETFs, BDCs), 22% exchange-traded equities, 5% state and local bonds, 5% cash and equivalents and 1% investment grade corporate bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Does Atticus Wealth Management have a minimum investment?
Yes, Atticus Wealth Management’s minimum account size for its Portfolio Management Fees is $500K.
Source: ATTICUS WEALTH MANAGEMENT PART 2A, filed 31 March 2026
Who owns Atticus Wealth Management?
Atticus Wealth Management is owned through holding companies by Douglas Bartolf, Colin Arnold and Melissa Montalvo. Its direct owners are Bartolf Wealth Advisors, Inc, Four Pillars Wealth Management, LLC, Four Pillars Wealth Management, Abundancia Wealth Corp., Eighth Wonder Wealth Management, LLC, Eighth Wonder Wealth and Stephan Zehner, each holding 50% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 22 May 2026
How does Atticus Wealth Management get paid?
Atticus Wealth Management is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Atticus Wealth Management registered with the SEC?
Yes, Atticus Wealth Management has been registered with the SEC as an investment adviser since 21 June 2018. Its CRD number is 296949 and its SEC file number is 801-113424.
Source: Form ADV Part 1A, Item 1, filed 22 May 2026; IAPD firm record
How do I contact Atticus Wealth Management?
Atticus Wealth Management’s main office is at 11380 Prosperity Farms Road, Suite 201, Palm Beach Gardens, FL 33410. Its phone number is 561-425-9500. Its website is atticuswm.com.