Atticus Wealth Management

Finance · Florida, United States · 1-10 Employees

View Company Info for Free

Overview

Headquarters

2001 Bomar Dr Ste 1, North Palm Beach, F...

Phone Number

(877) 232-1001

Revenue

<$5 Million

Industry

Finance Securities Trading Lending & Brokerage

About Atticus Wealth Management

Atticus Wealth Management specializes in personalized financial strategies, offering services such as wealth management, retirement planning, estate and trust planning, corporate retirement services, and charitable giving. The firm focuses on building long-term relationships with clients, providing customized, unbiased advice tailored to individual financial situations. Utilizing the latest technology, they analyze market trends and assess risk profiles to maximize returns while ensuring transparent pricing and unlimited communication. Their dedicated team of experienced professionals serves families, professionals, and business owners nationwide, aiming to guide clients towards financial success.Explore more
Atticus Wealth Management's Social MediaSIC Code 62,628NAICS Code 52,523Show more

Atticus Wealth Management Org Chart

PhoneEmail
EM
United States flag for contact location.

Managing Partner

PhoneEmail
DB
United States flag for contact location.

Senior Partner

PhoneEmail
MM
United States flag for contact location.

Partner and Senior Wealth Advisor

PhoneEmail
MD
United States flag for contact location.

Associate Wealth Advisor and Operations Analy...

PhoneEmail

PhoneEmail
Get the full picture
Sign in to uncover key details.

Compare Similar Companies to Atticus Wealth Management

Compare insights from companies similar to Atticus Wealth Management, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Atticus Wealth Management

<$5M
1-10
Private
-
2011
EM
E. MorrisManaging Partner
$36M
1-10
Private
-
2013
BW
Brock WedlakeProject Manager
$5.6M
11-50
Private
<$5M
2012
<$5M
1-10
Private
-
2010
KH
Kena HansonOffice Manager
Illustration of an envelope

Atticus Wealth Management Tech Stack

A closer look at the technologies used by Atticus Wealth Management

Top Finance Companies

Frequently Asked Questions Regarding Atticus Wealth Management

What is Atticus Wealth Management's official website?
Atticus Wealth Management's official website is www.atticuswm.com
What is Atticus Wealth Management's Revenue?
Atticus Wealth Management's revenue is <$5 Million
What is Atticus Wealth Management's SIC code?
Atticus Wealth Management's SIC: 62,628
What is Atticus Wealth Management's NAICS code?
Atticus Wealth Management's NAICS: 52,523
How many employees does Atticus Wealth Management have?
Atticus Wealth Management has 1-10 employees
What industry does Atticus Wealth Management belong to?
Atticus Wealth Management is in the industry of: Finance, Securities Trading, Lending & Brokerage
What is Atticus Wealth Management competition?
Atticus Wealth Management top competitors include: Beirne Wealth Consulting Services, Waterstone Private Wealth Management, MoonDance Investment Advisors, LLC
What technology does Atticus Wealth Management use?
Some of the popular technologies that Atticus Wealth Management uses are: WordPress.org, PHP, Microsoft 365, GoDaddy DNS
How do I contact Atticus Wealth Management?
Atticus Wealth Management contact info: Phone number: (877) 232-1001 Website: www.atticuswm.com
What does Atticus Wealth Management do?

Atticus Wealth Management specializes in personalized financial strategies, offering services such as wealth management, retirement planning, estate and trust planning, corporate retirement services, and charitable giving. The firm focuses on building long-term relationships with clients, providing customized, unbiased advice tailored to individual... financial situations. Utilizing the latest technology, they analyze market trends and assess risk profiles to maximize returns while ensuring transparent pricing and unlimited communication. Their dedicated team of experienced professionals serves families, professionals, and business owners nationwide, aiming to guide clients towards financial success.Read More

What are Atticus Wealth Management social media links?
Atticus Wealth Management Linkedin page Atticus Wealth Management Facebook page
Is Atticus Wealth Management a public company?
Atticus Wealth Management is private company therefore does not currently have an official ticker symbol
See more information about Atticus Wealth Management

Get Started with ZoomInfo

Register for free

Sign Up for Free

Get started for free! No credit card needed. Enjoy up to 25 free contacts each month at no cost.
Elevate your prospecting to the next level

Supercharge Your Prospecting

Search ZoomInfo's database of 106M+ companies and 140M+ professionals to find your next lead.
Expand your business

Grow Your Business

Reveal both personal and business contact details, including emails and phone numbers, and close your most valuable buyers.