# Atwima Wealth Management LLC

> Atwima Wealth Management LLC is a state-registered investment advisory firm in Sacramento, CA, registered since 2024, reporting under $25 million in regulatory assets under management in its Form ADV filing dated August 28, 2026.

- CRD: 333085
- Filed as: ATWIMA WEALTH MANAGEMENT LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Sacramento, CA
- Filing period: October 2026
- Form ADV filing dated: August 28, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/333085
- AdvisorCensus page: https://advisorcensus.com/firm/atwima-wealth-management-llc-sacramento-ca-333085

## Quick answers

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

**Where is Atwima Wealth Management LLC located?**
Atwima Wealth Management LLC's principal office is in Sacramento, CA, according to its Form ADV.

**Is Atwima Wealth Management LLC registered with the SEC or a state?**
Atwima Wealth Management LLC is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 333085.

**How much does Atwima Wealth Management LLC manage?**
Atwima Wealth Management LLC reports $711,794 in regulatory assets under management in its Form ADV filing dated August 28, 2026 (100% discretionary).

**What types of clients does Atwima Wealth Management LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (7).

**Does Atwima Wealth Management LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/333085

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $711,794
- Discretionary: $711,794
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 7 | $711,794 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2024 (1 year)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, MA, NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [atwimawealth.com](https://atwimawealth.com)
- X @atwimawealth

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Atwima Wealth Management LLC (CRD 333085): Form ADV filing data as of October 2026.