Atticus Wealth Management, LLC (Atlanta)

Atticus Wealth Management, LLC is a large advisory firm based in Atlanta. It manages $164.08 million of regulatory assets for 353 client accounts. It has been registered with the SEC as an adviser since 2018 and has operated in the jurisdictions of Alabama, Colorado, Florida, and 3 other states.

Atticus Wealth Management provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, and educational seminars and workshops. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Atticus Wealth Management: assets under management

The assets under management (AUM) of Atticus Wealth Management, LLC is $164.08 million. The firm's AUM has grown by 59% since the beginning of its operation, and $223.09 thousand of the total AUM is attributable to clients outside of the United States.

The firm manages $145.45 million in discretionary accounts and $18.63 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $414.4 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $9.31 million.

Investments

The firm invests in investment and business development companies the most. They account for 60% of the total AUM. The second-largest asset type is exchange traded securities, which make up 23% of the firm’s portfolio. Investments in state and local bonds form 7% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Atticus Wealth Management, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Atticus Wealth Management serves?

The firm provides services to individuals, charitable organizations, high net worth individuals, corporations or other businesses, and pension and profit sharing plans. The largest group of clients of Atticus Wealth Management is high net worth individuals with 57 clients and $117.21 million of assets under management. Among the 9 most similar advisory firms, Atticus Wealth Management has the 4th highest percentage of high net worth individuals out of all clients.

The amount of regulatory assets under management is $164.08 million for 164 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 1% of the firm’s clients are foreign persons or businesses.

Atticus Wealth Management doesn't advise any private funds.

Careers at Atticus Wealth Management, LLC

The company employs 4 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. 4 employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Llc Atticus Asset Management	Member	1 Mar 2018	25% - 50%	47-1466255
Inc Bartolf Wealth Advisors	Member	1 Mar 2018	25% - 50%	20-1362045
Llc Four Pillars Wealth Management	Member	1 Mar 2018	25% - 50%	82-5111047
Enoch Carter Morris	Chief compliance officer	1 May 2018	25% - 50%	5689627

Indirect Owners

The SEC currently registers 3 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Douglas Joseph Bartolf	Owner	1 Aug 2004	75% - 100%	3066725
Enoch Carter Morris	Owner	1 Jul 2014	75% - 100%	5689627
Colin John Arnold	Owner	1 Apr 2018	75% - 100%	5865053

Based in Atlanta

The principal office where Atticus Wealth Management, LLC performs its advisory services is located at 1175 Peachtree Street Ne, Atlanta, GA 30361 The mailing address of the firm is 2634 Cove Circle Ne, Atlanta, GA 30319. An additional office of the firm is in Alpharetta, GA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 404-907-1899. The normal business hours are 9-5 on Monday - Friday.