ATTICUS WEALTH MANAGEMENT, LLC
Doing business as ATTICUS WEALTH MANAGEMENT. SEC Form ADV profile.
Total regulatory AUM
$565,329,716
Discretionary
$548,127,441
Non-discretionary
$17,202,275
Firm details
- CRD number
- 296949
- SEC file number
- 801-113424
- Main office
- PALM BEACH GARDENS, FL, United States
- Employees
- 8
- SEC status
- Approved
- Website
- https://www.atticuswm.com/
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.