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ATTICUS WEALTH MANAGEMENT

PALM BEACH GARDENS, FL · CRD 296949 · IAPD ↗ · atticuswm.com · 561-425-9500

$565.3MRegulatory AUM
7Advisory reps
8Employees
0Clients
0Planning clients
0Private funds
18States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
April 2026 — ATTICUS WEALTH MANAGEMENT crossed $500M in regulatory AUM ($447.5M -> $565.3M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
45
December 2025 — ATTICUS WEALTH MANAGEMENT notice-filed in PA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
April 2025 — ATTICUS WEALTH MANAGEMENT notice-filed in TN, VA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
February 2025 — ATTICUS WEALTH MANAGEMENT notice-filed in NH, NJ.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
48
May 2024 — ATTICUS WEALTH MANAGEMENT moved its main office from NORTH PALM BEACH, FL to PALM BEACH GARDENS, FL.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
53
March 2024 — ATTICUS WEALTH MANAGEMENT added office(s): 4 -> 5 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

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