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ATLATL ADVISERS

MADISON, WI · CRD 284036 · IAPD ↗ · (608) 351-4500

$392.7MRegulatory AUM
7Advisory reps
10Employees
0Clients
101-250Planning clients
0Private funds
8States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
April 2026 — ATLATL ADVISERS notice-filed in TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
72
April 2026 — ATLATL ADVISERS reported RAUM up 71% ($229.9M -> $392.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
44
June 2025 — ATLATL ADVISERS notice-filed in FL, NY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
58
April 2025 — ATLATL ADVISERS reports 101-250 financial-planning clients, up from 51-100.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
70
April 2025 — ATLATL ADVISERS reported RAUM up 87% ($123.1M -> $229.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
42
February 2025 — ATLATL ADVISERS notice-filed in AZ.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
42
January 2025 — ATLATL ADVISERS notice-filed in IL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
November 2024 — ATLATL ADVISERS LLC is now doing business as ATLATL ADVISERS.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
55
August 2024 — ATLATL ADVISERS is now doing business as ATLATL ADVISERS LLC.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
95
March 2024 — ATLATL ADVISERS (MADISON, WI) is newly SEC-registered with $123.1M RAUM and 4 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.