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| Atticus Wealth Management LLC
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| CRD # | 296949 |
| SEC # | 801-113424 |
| CIK # | 0001800234 |
| AUM | 565.3 M (2026-05-22) |
| Employees | 8 (88% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 561-425-9500 |
| Address | 11380 Prosperity Farms Road Palm Beach Gardens, FL 33410 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) |
|---|---|---|
| Apple Inc | 14.1 | |
| Coca Cola Co | 5.7 | |
| Microsoft Corp | 5.6 | |
| SPDR Gold Trust | 4.9 | |
| Alphabet Inc | 4.3 | |
| Nvidia Corp | 3.6 | |
| Broadcom Inc | 3.4 | |
| Amazon Com Inc | 3.2 | |
| Applied Materials Inc /DE | 3.0 | |
| Costco Wholesale Corp /NEW | 2.8 |
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 246 | 86.5 |
| (b) Individuals (high net worth individuals) | 147 | 426.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 5 | 17.2 |
| (h) Charitable organizations | 3 | 0.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 28 | 35.2 |
| (n) Other | 0 | 0.0 |
| Total | 1,105 | 565.3 |
| By Discretionary | ||
| Discretionary | 1,100 | 548.1 |
| Non-Discretionary | 5 | 17.2 |
| Total | 1,105 | 565.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.8 | |
| United States Persons | 564.6 | |
| Total | 1,105 | 565.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001800234] | |
| SC 13G | [0001800234] |
| Form 13D/13G Filer | Form 13D/13G Subject | Filed |
|---|---|---|
| Atticus Wealth Management LLC | Neos ETF Trust | [2024-01-17] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail, Research |
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