PALM BEACH GARDENS, FLCRD 296949Latest ADV March 31, 2026
Atticus Wealth Management is an SEC registered investment adviser organized as a limited liability company with a primary office location in Palm Beach Gardens, FL. Its latest Form ADV filing, dated March 31, 2026, reports $565M in regulatory assets under management, 8 employees, 2 offices, and 1,105 accounts.
Assets Under Management
$565M
Employees
8
Offices
2 offices
Total Clients
429
Primary office
PALM BEACH GARDENS, FL
11380 PROSPERITY FARMS ROAD, SUITE 201, PALM BEACH GARDENS, FL, United States
Top client segmentIndividuals represent 57.3% of total clients.
Top client categories% of clientsClients
1
Individuals
57.3%
246
2
HNWI
34.3%
147
3
Corporations
6.5%
28
4
Pension Plans
1.2%
5
5
Charitable
0.7%
3
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$565Mas of March 31, 2026
Discretionary97.0%
$548M
97% of total RAUM97.0%
Non-discretionary3.0%
$17M
3% of total RAUM3.0%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$565M
Total Accounts1,105
10Y AUM Change+$462M (+447.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees8
Clients per Employee54:1
10Y Employee Change+5 (+166.7%)
* 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.