ATTICUS WEALTH MANAGEMENT, LLC

CRD

296949

SEC file #

801-113424

EIN

824726019

DBA names

Atticus Wealth Management

Economics

AUM

$565.3M

AUM band

$500M-$1B

AUM trajectory

'20 · $164.1M

'21 · $210.4M

'22 · $286.2M

'23 · $360.4M

'25 · $447.5M

'26 · $565.3M

'20'26

$164.1M → $565.3M▲ +245%

sec adv history

Client mix

Individuals Other	246
Individuals High Net Worth	147
Corporations	28
Pension Profit Sharing Plans	5
Charitable Organizations	3

Operations

Employees (total)

Advisory staff (per ADV)

Advisory staff (5-yr trend)

'20 · 4 advisors

'21 · 4 advisors

'22 · 6 advisors

'23 · 7 advisors

'25 · 7 advisors

'26 · 7 advisors

'20'26

4 advisors → 7 advisors▲ +75%

sec adv history

Primary office

PALM BEACH GARDENS FL

Branches

—

Custodian & Brokerage

Primary custodian

Charles Schwablow confidence

adv brochure

Services offered

Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPension consulting

Fee basis

% of AUMHourly chargesFixed fees

Filings

Latest ADV filing

03/31/2026

ADV-W filed at

—

Website

atticuswm.com

Compliance

Disclosures (firm)

Trademark

—

Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name

BARTOLF WEALTH ADVISORS, INC

Top Owner Pct

37.5

Top Owner Entity Kind

Owner Count

Control Persons

BARTOLF WEALTH ADVISORS, INC

FOUR PILLARS WEALTH MANAGEMENT,

Solo Advisor Indicator

Succession Risk Solo Owner

Is Parent Owned Subsidiary

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed

sec adv w

Web presence ★

Stale website = winding down

Web Signal Quality

Rdap Domain

ATTICUSWM.COM

Rdap Domain Creation Date

2015-05-05T16:35:51Z

Rdap Firm Age Years

Rdap Firm Age Band

10-20y

Rdap Registrar

GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book

form 5500

SEC EDGAR

Edgar Cik

0001800234

Edgar Registered

Yes

Edgar Filing Count

Edgar First Filing Date

2020-02-03

Edgar Last Filing Date

2026-04-28

Edgar 13f Count

Edgar 13f Latest AUM Estimate

Filing Date2026-04-28

Accession0001800234-26-000002

Compliance & brand

Firm Registration Status

active

sec adv w

All other collected signals (16)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed

sec adv w

Bc Firm Active Bc Count

brokercheck firm search

Bc Firm Active IA Count

brokercheck firm search

Bc Firm IAR Count

brokercheck firm search

Custodian Candidates

Full

Charles Schwab	6
E*trade	4

adv brochure

Edgar Addresses

Mailing

11380 PROSPERITY FARMS ROADSUITE 201PALM BEACH GARDENS, FL 33410

Business

11380 PROSPERITY FARMS ROADSUITE 201PALM BEACH GARDENS, FL 33410

Edgar EIN

824726019

Edgar Recent Filings

13F-HR2026-04-28 · 0001800234-26-000002

13F-HR2026-02-09 · 0001800234-26-000001

Firm Has Custody

Yes

Mailing Office Differs

Rdap Domain Expiration Date

2029-05-05T16:35:51Z

Rdap Domain Last Changed

2026-04-30T18:41:24Z

Rdap Nameservers

Ns29.domaincontrol.comNs30.domaincontrol.com

Rdap Secure Dns Enabled

Rdap Status

Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited

Trust Company Affiliate