Atticus Wealth Management

CRD 296949 · Palm Beach Gardens, FL · $565.3M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 296949
SEC number: 801-113424
Firm type: RIA
Assets under management: $565.3M as of May 22, 2026
Website: www.atticuswm.com ↗
Phone: 561-425-9500
Address: 11380 Prosperity Farms Road, Palm Beach Gardens, FL, 33410

Advisors at this firm

8 in our index · page 1 of 1

Colin John ArnoldCRD 5865053 · Tampa, FL

IA Registered
Douglas Joseph BartolfCRD 3066725 · Palm Beach Gardens, FL

IA Registered

Disclosure event(s) on record
Micah John DroescherCRD 8209898 · Palm Beach Gardens, FL

IA Registered
Robert Gerald GogginCRD 1249683 · Roswell, GA

IA Registered
Robert Adam KokolCRD 4623057 · New Braunfels, TX

IA RegisteredRegistration inactive
Melissa Marie MontalvoCRD 5854815 · Palm Beach Gardens, FL

IA RegisteredRegistration inactive
Austin James NelsonCRD 8072669 · Palm Beach Gardens, FL

IA Registered
Stephan William ZehnerCRD 6526012 · Lake Worth, FL

IA Registered

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.