# ATTICUS WEALTH MANAGEMENT, LLC

ATTICUS WEALTH MANAGEMENT, LLC of PALM BEACH GARDENS, FL is an SEC-registered investment adviser.

## Registration

- CRD: 296949
- Type: SEC-registered investment adviser
- SEC file number: 801-113424
- Location: 11380 PROSPERITY FARMS ROAD, SUITE 201, PALM BEACH GARDENS, FL, 33410
- Phone: 561-425-9500
- Latest filing: 2026-05-22
- Regulatory AUM: $565.3M
- Discretionary AUM: $548.1M
- Non-discretionary AUM: $17.2M
- Clients: 8
- Accounts: 1,105

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions

## Officers, owners & control persons (8)

| 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 | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/296949/brochure
- Similar advisers: https://search.stillhousedata.com/firm/296949/similar
- Related entities: https://search.stillhousedata.com/firm/296949/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/296949

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.