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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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Atticus Wealth Management offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Atticus Wealth Management charge?","answer":"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","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Atticus Wealth Management use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Atticus Wealth Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Atticus Wealth Management invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Does Atticus Wealth Management have a minimum investment?","answer":"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","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Who owns Atticus Wealth Management?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Atticus Wealth Management get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Atticus Wealth Management registered with the SEC?","answer":"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","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact Atticus Wealth Management?","answer":"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. 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