ATI WEALTH PARTNERS, LLC

ATI WEALTH PARTNERS, LLC is an SEC-registered investment adviser (CRD 282924). Regulatory assets under management: $29.8M.

Registration

• CRD: 282924
• Type: Registered investment adviser
• Phone: 312.967.4626
• Latest filing: 2026-03-20
• Regulatory AUM: $29.8M
• Discretionary AUM: $29.8M
• Clients: 1
• Accounts: 122

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 282924 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search