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ATTESSA CAPITAL LLC
CRD 306827 · SEC 801-129457
3900 E VIA PALOMITA, TUCSON, AZ, 85718, United States
Phone
520-600-3064
Fax
480-508-7685
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$343.5M
Discretionary AUM
$343.5M
Team
8 total employees; 8 advisory reps
Clients
11-25
Fees
Percentage of AUM; FREE
Org form
Limited Liability Company
Filing date
2026-05-14
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Publication of periodicals
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 125 | $53.9M |
| High net worth individuals | 116 | $281.4M |
| Charitable organizations | 3 | $2.2M |
| Corporations/business entities | 2 | $6.1M |
States served
AZ, CA, UT, TX
All web addresses on file
Official SEC filing: View on IAPD