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ATTICUS WEALTH MANAGEMENT
Legal name: ATTICUS WEALTH MANAGEMENT, LLC
CRD 296949File 801-113424
APPROVED
Retail clients
Custody
Filing as of May 22, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$565.3M
Above cohort median (national)
Discretionary AUM
$548.1M
Non-discretionary $17.2M
Clients
429
1,105 accounts
Employees
8
Above cohort median in FL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Jun 21, 2018
- Principal office
- 11380 PROSPERITY FARMS ROAD, SUITE 201, PALM BEACH GARDENS, FL, 33410
- Phone
- 561-425-9500
- Website
- https://www.atticuswm.com/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $565.3M
- Discretionary AUM
- $548.1M
- Non-discretionary AUM
- $17.2M
- Discretionary accounts
- 1,100
- Non-discretionary accounts
- 5
- Total accounts
- 1,105
- AUM per client
- $1.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 28 | $35.2M |
| Charitable organizations | 3 | $236K |
| High net worth individuals | 147 | $426.2M |
| Pension and profit sharing plans | 5 | $17.2M |
| Individuals (other than high net worth individuals) | 246 | $86.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.