ATTICUS WEALTH MANAGEMENT, LLC of PALM BEACH GARDENS, FL is an SEC-registered investment adviser (CRD 296949). Regulatory assets under management: $565.3M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions.
| Name | Role | Location |
|---|---|---|
| Enoch Carter Morris | CHIEF COMPLIANCE OFFICER; OWNER | — |
| Douglas Joseph Bartolf | OWNER | — |
| Colin John Arnold | OWNER | — |
| Melissa Marie Montalvo | PRESIDENT | — |
| Stephan William Zehner | CHIEF COMPLIANCE OFFICER/CHIEF EXECUTIVE OFFICER; MANAGING MEMBER | — |
| BARTOLF DOUGLAS JOSEPH | OWNER | — |
| MORRIS ENOCH CARTER | CHIEF COMPLIANCE OFFICER; OWNER | — |
| ARNOLD COLIN JOHN | OWNER | — |
| City | State | Employees | Phone |
|---|---|---|---|
| TAMPA | FL | 2 | 561-425-9500 |
| TAMPA | FL | 2 | 561-425-9500 |
| — | — | 1 | 404-907-1899 |
| — | — | 1 | 404-907-1899 |