# Atticus Wealth Management

> Atticus Wealth Management is an SEC-registered investment advisory firm in Palm Beach Gardens, FL, registered since 2018, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated May 22, 2026.

- CRD: 296949
- Filed as: ATTICUS WEALTH MANAGEMENT
- Legal name: Atticus Wealth Management, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Palm Beach Gardens, FL
- Filing period: October 2026
- Form ADV filing dated: May 22, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/296949
- AdvisorCensus page: https://advisorcensus.com/firm/atticus-wealth-management-palm-beach-gardens-fl-296949

## Quick answers

**How is Atticus Wealth Management compensated?**
On its Form ADV (Item 5.E, October 2026), Atticus Wealth Management reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Atticus Wealth Management located?**
Atticus Wealth Management's principal office is in Palm Beach Gardens, FL, according to its Form ADV; the June 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Atticus Wealth Management registered with the SEC or a state?**
Atticus Wealth Management is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 296949.

**How much does Atticus Wealth Management manage?**
Atticus Wealth Management reports $565,329,716 in regulatory assets under management in its Form ADV filing dated May 22, 2026 (97% discretionary).

**How have Atticus Wealth Management's assets and staff changed since 2021?**
In the Form ADV data for Atticus Wealth Management: Regulatory assets under management: $286,222,728 in the October 2021 data and $565,329,716 in the October 2026 data, up 98%. Total employees: 6 in October 2021 and 8 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Atticus Wealth Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (246); high net worth individuals (147); corporations or other businesses not listed above (28).

**Which custodians does Atticus Wealth Management use?**
Atticus Wealth Management's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Atticus Wealth Management report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/296949

**What changed in Atticus Wealth Management's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $447,497,119 to $565,329,716 (+26%). Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $565,329,716
- Discretionary: $548,127,441
- Non-discretionary: $17,202,275

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 246 | $86,479,902 |
| High net worth individuals | 147 | $426,180,399 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 5 | $17,202,275 |
| Charitable organizations | 3 | $235,700 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 28 | $35,231,440 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Educational seminars/workshops

### Firm details
- Registered since: 2018 (8 years)
- Employees: 8 total, 7 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AL, AZ, CA, CO, FL, GA, LA, MI, NC, NH, NJ, NY, OH, PA, SC, TN, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the June 2026 filing
- Tampa, FL

### Websites listed on Form ADV (Item 1.I)
- atticuswm.com
- LinkedIn @atticuswealthmanagement

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $286,222,728 | 6 | July 1, 2021 |
| October 2022 | $360,443,070 | 8 | March 9, 2022 |
| October 2023 | $365,414,063 | 8 | April 12, 2023 |
| October 2024 | $370,105,562 | 7 | August 5, 2024 |
| October 2025 | $447,497,119 | 7 | July 15, 2025 |
| October 2026 | $565,329,716 | 8 | May 22, 2026 |

Regulatory assets under management: $286,222,728 in the October 2021 data and $565,329,716 in the October 2026 data, up 98%.
Total employees: 6 in October 2021 and 8 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $447,497,119 to $565,329,716 (+26%).
- Updated its list of owners and control persons (Schedule A).

### December 2025
- Registered or notice-filed in PA.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Atticus Wealth Management (CRD 296949): Form ADV filing data as of October 2026.