Atlatl Advisers
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$339,714,315
Clients
260
Advisors
7
across 3 offices
About
Atlatl Advisers works with individual clients (including high‑net‑worth households) as well as institutional clients such as retirement plans and family‑owned businesses, offering financial planning, consulting, and both discretionary and non‑discretionary investment management. Like many team advisers, it provides ongoing portfolio management and comprehensive wealth‑management engagements that integrate planning and investment implementation.
The firm constructs portfolios using mutual funds, ETFs, independent managers and, where appropriate, individual equity and fixed‑income securities and alternative investments, applying a five‑part framework that starts with risk tolerance and a financial plan and incorporates forward‑looking capital‑markets assumptions. Equity selection emphasizes bottom‑up analysis with a focus on free cash flow and low turnover, and the firm conducts quantitative and qualitative due diligence on managers and ongoing monitoring of subadvisors.
Atlatl’s practice includes services that are less common among similar‑sized teams: dedicated digital‑asset and cryptocurrency management using regulated custodial arrangements (the firm does not hold clients’ private keys and conditions digital‑asset allocations on a client‑level suitability and planning review), management of held‑away assets for consolidation, and outsourced CIO and business/family‑office consulting for closely held companies. The firm transitioned to SEC registration in 2024 and does not impose a firm‑wide minimum account value.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
Fixed fees starting at $2,500 for financial planning and consulting services
$500 per hour billed in half-hour increments
Minimum fee: Financial planning fixed fee minimum of $2,500 Fee-only: Fixed fees starting at $2,500 and hourly fees at $500 per hour
Main office
See office2921 Landmark Place, Ste 501
Madison WI 53713
Advisors at this office
5
Offices (3)
Most active in
Arizona · California · Florida · Illinois · Iowa · New York · Texas · Wisconsin
Also doing business as
Atlatl Advisers · Atlatl Advisers LLC · Fedenia Advisers LLC · Fedenia Associates, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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Advisors at this firm
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