Firm profile

ATLATL ADVISERS

MADISON, WICRD 284036Latest ADV March 24, 2026

Atlatl Advisers is an SEC registered investment adviser organized as a limited liability company with a primary office location in Madison, WI. Its latest Form ADV filing, dated March 24, 2026, reports $393M in regulatory assets under management, 10 employees, and 1,124 accounts.

Assets Under Management
$393M
Employees
10
Offices
--
Total Clients
274
Primary office
MADISON, WI
2921 LANDMARK PLACE, STE 501, MADISON, WI, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

2 roles identified
CEORoss A. Fedenia
CCODavid J. Reichert

Advisory services offered

5 types reported
Financial Planning Services
Other advisory services
Pension consulting services

Fee models offered

3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 58.0% of total clients.
Top client categories% of clientsClients
1
Individuals
58.0%
159
2
HNWI
36.9%
101
3
Pension Plans
5.1%
14
Categories with <5 clients
Other investment advisers<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$393Mas of March 24, 2026
Discretionary100.0%
$393M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$393M
Total Accounts1,124
10Y AUM Change+$270M (+219.1%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees10
Clients per Employee27:1
10Y Employee Change+4 (+66.7%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.