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ATTICUS WEALTH MANAGEMENT, LLC

dba ATTICUS WEALTH MANAGEMENT · CRD 296949 · Registered Investment Adviser

ATTICUS WEALTH MANAGEMENT, LLC is a Registered Investment Adviser headquartered in PALM BEACH GARDENS, FL. The firm reports $565,329,716 in regulatory assets under management across 1,105 accounts. It reports no Form ADV Item 11 disciplinary disclosures.

Regulatory assets under management

Discretionary$548,127,441
Non-discretionary$17,202,275
Total RAUM$565,329,716
Accounts1,105

Disciplinary history (Form ADV Item 11)

This adviser reports no Form ADV Item 11 disciplinary events.

About this data

Form ADV is the uniform registration form every investment adviser files with the U.S. Securities and Exchange Commission (and state regulators). Part 1A captures the firm's identity, assets under management, client base, custody arrangements, and disciplinary disclosures. This page mirrors the SEC's monthly firm-roster export with citations to the Investment Adviser Public Disclosure (IAPD) system, where the full brochure (Part 2) and disciplinary detail are available.

References

  1. U.S. Securities and Exchange Commission. Investment Adviser Public Disclosure — CRD 296949. adviserinfo.sec.gov/firm/summary/296949.
  2. SEC Form ADV firm roster (FOIA monthly export). sec.gov Form ADV data.

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