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| Happy Holidays!! thanks for using AUM13F!! |
| Atticus Wealth Management LLC
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| CRD # | 296949 |
| SEC # | 801-113424 |
| CIK # | 0001800234 |
| AUM | $447.5 M (2025-07-15) |
| Employees | 7 (100% Investors, 0% Brokers) |
| Phone | 561-425-9500 |
| Address | 11380 Prosperity Farms Road Palm Beach Gardens, FL 33410 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001800234 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 10.3 | ||
| Microsoft Corp | 7.9 | ||
| Coca Cola Co | 5.0 | ||
| SPDR Gold Trust | 4.5 | ||
| Costco Wholesale Corp /NEW | 3.6 | ||
| Amazon Com Inc | 3.2 | ||
| Nvidia Corp | 3.1 | ||
| Alphabet Inc | 2.5 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 159 | 49.5 |
| (b) Individuals (high net worth individuals) | 125 | 353.1 |
| (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 | 16.8 |
| (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 | 29 | 27.8 |
| (n) Other | 0 | 0.0 |
| Total | 748 | 447.5 |
| By Discretionary | ||
| Discretionary | 743 | 430.7 |
| Non-Discretionary | 5 | 16.8 |
| Total | 748 | 447.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.6 | |
| United States Persons | 446.9 | |
| Total | 748 | 447.5 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 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] |
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|---|---|---|
|
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MN | 0.5 |
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IA | 0.5 |
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NC | 0.4 |
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Harbor Advisory Corporation
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Wimmer Associates I LLC
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CA | 0.4 |
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Smart Wealth LLC
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