ATI Wealth Partners, LLC

ATI Wealth Partners is a small independent registered investment adviser that provides discretionary asset management and financial planning to individuals, small businesses, and trusts, estates, and charitable organizations. The firm reports roughly $29.8 million in discretionary assets across about 67 client relationships and does not impose a formal account minimum.

Portfolio construction begins from a long-term strategic asset-allocation framework, typically using low-cost, broadly diversified ETFs supplemented by structured notes, and may include a tactical overlay for shorter-term opportunities. The firm uses both fundamental and technical analysis and, for certain clients, implements option-writing strategies (cash‑secured puts and covered calls) on a discretionary basis.

Notably, the firm uses derivatives in separately managed accounts — through structured notes and options strategies — a practice that is uncommon among peers and that introduces counterparty and options-specific risks despite a stated no‑leverage policy. The firm also discloses an affiliated advisory relationship involving the owner that could impact time commitments in a contingency and makes comprehensive financial planning available as part of management for accounts above certain asset thresholds.