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ATTICUS WEALTH MANAGEMENT
ATTICUS WEALTH MANAGEMENT, LLC
CRD 296949 · SEC 801-113424
11380 PROSPERITY FARMS ROAD, SUITE 201, PALM BEACH GARDENS, FL, 33410, United States
Phone
561-425-9500
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$565.3M
Discretionary AUM
$548.1M
Team
8 total employees; 7 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-22
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 246 | $86.5M |
| High net worth individuals | 147 | $426.2M |
| Pension/profit sharing plans | 5 | $17.2M |
| Charitable organizations | 3 | $236K |
| Corporations/business entities | 28 | $35.2M |
States served
AL, AZ, CA, CO, GA, LA, MI, NJ, NY, NC, OH, PA, SC, TN, VA, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD