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ATLATL ADVISERS
ATLATL ADVISERS LLC
CRD 284036 · SEC 801-129418
2921 LANDMARK PLACE, STE 501, MADISON, WI, 53713, United States
Phone
(608) 351-4500
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$392.7M
Discretionary AUM
$392.7M
Team
10 total employees; 7 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-21
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersCONSULTING SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 159 | $78.9M |
| High net worth individuals | 101 | $260.8M |
| Pension/profit sharing plans | 14 | $16.4M |
States served
AZ, CA, IL, IA, NY, WI, TX, FL
All web addresses on file
Official SEC filing: View on IAPD