Atticus Wealth Management is an investment advisor in Atlanta with $360.44 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
824726019
SEC advisor number
801-113424
FINRA CRD number
296949
AUM ?
$370.11 mm
(as of 22 Apr 24)
Accounts
697
(as of 22 Apr 24)
Employees
7
(7 investment advisory or research)
Address
Atticus Wealth Management
1175 PEACHTREE STREET NE
10TH FLOOR
ATLANTA
GA 30361
1175 PEACHTREE STREET NE
10TH FLOOR
ATLANTA
GA 30361
Phone
4049071899
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
17 Apr 24
SC 13G
NEOS ETF Trust
17 Jan 24
13F-HR
Quarterly holdings report by institutional manager
17 Jan 24
13F-HR/A
Quarterly holdings report by institutional manager (amended)
15 Nov 23
13F-HR
Quarterly holdings report by institutional manager
16 Oct 23
13F-HR
Quarterly holdings report by institutional manager
20 Jul 23
13F-HR
Quarterly holdings report by institutional manager
17 Apr 23
13F-HR
Quarterly holdings report by institutional manager
31 Jan 23
13F-HR
Quarterly holdings report by institutional manager
18 Oct 22
13F-HR
Quarterly holdings report by institutional manager
13 Jul 22