# Polson Wealth Management

> Polson Wealth Management is an SEC-registered investment advisory firm, registered since 2026, reporting under $25 million in regulatory assets under management in its Form ADV filing dated September 18, 2026.

- CRD: 342568
- Filed as: POLSON WEALTH MANAGEMENT
- Legal name: Attune Wealth Management LLC
- Registration: SEC-registered investment adviser (status as filed: 120-Day Approval)
- Filing period: October 2026
- Form ADV filing dated: September 18, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/342568
- AdvisorCensus page: https://advisorcensus.com/firm/polson-wealth-management-342568

## Quick answers

**How is Polson Wealth Management compensated?**
On its Form ADV (Item 5.E, October 2026), Polson Wealth Management reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Is Polson Wealth Management registered with the SEC or a state?**
Polson Wealth Management is an SEC-registered investment advisory firm, registered since 2026. Status as filed: 120-Day Approval. CRD 342568.

**How much does Polson Wealth Management manage?**
Polson Wealth Management reports $0 in regulatory assets under management in its Form ADV filing dated September 18, 2026.

**Does Polson 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/342568

**Does Polson Wealth Management state an account minimum?**
Its Form ADV Part 2A brochure dated May 7, 2026 says: "Polson Wealth does not impose a minimum portfolio size or a minimum initial investment to open an account."

**What changed in Polson Wealth Management's recent Form ADV filings?**
In the October 2026 filing data: 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)

### Fees and minimums (Form ADV Part 2A brochure dated May 7, 2026)

- Account minimum: None

> Polson Wealth does not impose a minimum portfolio size or a minimum initial investment to open an account.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Regulatory assets under management (Item 5.F)
- Total: $0
- Discretionary: $0
- Non-discretionary: $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
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2026 (0 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: IA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- polsonwealth.com

## Changes in the filing (last 12 months)

### October 2026
- Updated its list of owners and control persons (Schedule A).

### July 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Polson Wealth Management (CRD 342568): Form ADV filing data as of October 2026.