# Atticus Wealth Management

Atticus Wealth Management is a Bank / Wealth / Trust based in Palm Beach Gardens, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Palm Beach Gardens, United States
- **Region:** North America
- **Address:** Palm Beach, United States
- **Founded:** 2018
- **Assets under management:** Undisclosed
- **Website:** atticuswm.com
- **LinkedIn:** https://www.linkedin.com/company/planwithatticus

## Regulatory record

- **CRD number:** 296949
- **SEC file number:** 801-113424
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-05-22T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/296949

## About

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.

## 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.

## Related profiles

- [Attica Wealth Management](https://altss.com/profile/attica-wealth-management)
- [Attic Ventures](https://altss.com/profile/attic-ventures)

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/atticus-wealth-management

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