Data / Investment advisers / Florida / Atticus Wealth Management
Atticus Wealth Management, Palm Beach Gardens, FL: $565 million AUM, SEC registered investment adviser
Atticus Wealth Management is an SEC registered investment adviser with its main office in Palm Beach Gardens, Florida and reports $565 million in regulatory assets under management in its Form ADV filed May 22, 2026. Its clients include high net worth individuals, individuals and corporations and other businesses. It is paid through a percentage of assets under management, hourly charges and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 296949
- SEC file number
- 801-113424
- SEC status
- Approved, effective June 21, 2018
- Legal name
- Atticus Wealth Management, LLC
- Main office
- 11380 Prosperity Farms Road Suite 201, Palm Beach Gardens, FL 33410
- Phone
- (561) 425-9500
- Website
- atticuswm.com
- Regulatory AUM
- $565,329,716 in the Form ADV filed May 22, 2026
- Discretionary AUM
- $548,127,441
- Non discretionary AUM
- $17,202,275
- Accounts
- 1,105
- Employees
- 8, of which 7 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Other offices
- 2
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- May 22, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 147 | $426.2 million |
| Individuals (other than high net worth individuals) | 246 | $86.5 million |
| Corporations or other businesses | 28 | $35.2 million |
| Pension and profit sharing plans | 5 | $17.2 million |
| Charitable organizations | 3 | $235,700 |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $565.3 million | March 31, 2026 |
| December 1, 2025 | $447.5 million | September 2, 2025 |
Other advisers in Palm Beach Gardens
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Volatility Shares LLC | Palm Beach Gardens | $2.04 billion | Not listed | adviserinfo.sec.gov |
| Martin Investment Management, LLC | Palm Beach Gardens | $888.1 million | 1 | adviserinfo.sec.gov |
| American Ventures IM LLC | Palm Beach Gardens | $838.7 million | 27 | adviserinfo.sec.gov |
| Zega Investments, LLC | Palm Beach Gardens | $614 million | Not listed | adviserinfo.sec.gov |
| Vine Investment Advisors, LP | Palm Beach Gardens | $583.5 million | 8 | adviserinfo.sec.gov |
| Convergence Investment Partners, LLC | Palm Beach Gardens | $523.6 million | Not listed | adviserinfo.sec.gov |
| Global Trust | Palm Beach Gardens | $450.2 million | Not listed | adviserinfo.sec.gov |
| Poinciana Advisors Group, LLC | Palm Beach Gardens | $396 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Palm Beach Gardens, FL
- Investment advisers in Florida
- Advisers with $500 million to $1 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Atticus Wealth Management on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.