Atticus Wealth Management is an investment advisor in North Palm Beach with $365.41 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
824726019
SEC advisor number
801-113424
FINRA CRD number
296949
AUM ?
$365.41 mm
(as of 12 Apr 23)
Accounts
710
(as of 12 Apr 23)
Employees
8
(8 investment advisory or research)
Address
Atticus Wealth Management
1175 PEACHTREE STREET NE
10TH FLOOR
ATLANTA
GA 30361
1175 PEACHTREE STREET NE
10TH FLOOR
ATLANTA
GA 30361
Office hours
Monday - Friday, 9-5
Phone
4049071899
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Atticus Asset Management, LLC | Member | 03/2018 | 25-50% |
Bartolf Wealth Advisors, Inc | Member | 03/2018 | 25-50% |
Four Pillars Wealth Management, LLC | Member | 03/2018 | 25-50% |
Morris, Enoch, Carter | Chief Compliance Officer | 05/2018 | 25-50% |
Bartolf, Douglas, Joseph | Owner | 08/2004 | > 75% |
Morris, Enoch, Carter | Owner | 07/2014 | > 75% |
Arnold, Colin, John | Owner | 04/2018 | > 75% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
17 Apr 24
SC 13G
NEOS ETF Trust
17 Jan 24
13F-HR
Quarterly holdings report by institutional manager
17 Jan 24
13F-HR/A
Quarterly holdings report by institutional manager (amended)
15 Nov 23
13F-HR
Quarterly holdings report by institutional manager
16 Oct 23
13F-HR
Quarterly holdings report by institutional manager
20 Jul 23
13F-HR
Quarterly holdings report by institutional manager
17 Apr 23
13F-HR
Quarterly holdings report by institutional manager
31 Jan 23
13F-HR
Quarterly holdings report by institutional manager
18 Oct 22
13F-HR
Quarterly holdings report by institutional manager
13 Jul 22