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Atticus Wealth Management
Atticus Wealth Management was established in 2018. It functions as a registered investment adviser. The firm manages discretionary and non-discretionary...
Overview
Atticus Wealth Management was established in 2018. It functions as a registered investment adviser. The firm manages discretionary and non-discretionary advisory accounts. Services include asset management and financial planning for individuals, high-net-worth individuals, and companies. No additional offices or team size data appear in available records. No dated operational events from the last 24 months are documented. The firm operates without disclosed family-office structure or external fund vehicles.
General information
Firm type
Bank / Wealth / Trust
Year founded
2018
Location
Region
North America
Country
United States
City
Palm Beach Gardens
Corporate office
Palm Beach, United States
Frequently asked questions
Who runs investment decisions at Atticus Wealth Management?
No named principals or CIO appear in public records.
Does Atticus Wealth Management participate in fund commitments or only direct deals?
The firm manages discretionary and non-discretionary advisory accounts for clients.
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