Palm Beach Gardens, FL logo

Palm Beach Gardens, FL Office

Team
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Atticus Wealth Management logo

Atticus Wealth Management

Team

Firm-wide stats for Atticus Wealth Management

Total advisors

8

Across 3 offices

Clients per advisor

49 Typical

Avg AUM per client

$1,304,479 High

HNW client ratio

37% Typical

About

Atticus Wealth Management is an SEC-registered advisory firm that provides ongoing portfolio management, broad-based financial planning, and pension consulting to individuals (including high-net-worth clients), retirement plans, and business entities. The firm generally works with clients who have at least $500,000 of investable assets and documents objectives and constraints in an Investment Policy Statement or Client Data Sheet.

Acting as a fiduciary, Atticus typically manages accounts on a discretionary basis and uses a combination of charting, fundamental, quantitative and technical analysis to guide asset allocation and security selection. Its investment programs include a wide range of strategies — from long-term and short-term trading to options, short sales, margin transactions and other derivatives — with regular portfolio monitoring (quarterly reviews and monthly account oversight).

Notable operational features include a requirement that advisory accounts be custodied at Interactive Brokers or Charles Schwab, giving the firm access to institutional trading, research and platform services. The firm also documents use of more complex solutions (structured notes, private placements, securities-backed lines of credit, and cryptocurrency exposure), and it offers client-facing educational workshops and participates in an insurance consultancy platform (DPL), practices that are less common among comparable team firms.

Based on Atticus Wealth Management

Expertise

Options & derivatives strategies Concentrated stock management Annuities Retirement income strategy

Based on Atticus Wealth Management

Location

11380 Prosperity Farms Road, Suite 201

Palm Beach Gardens FL 33410

Advisors at this office

6

Advisors at this office

user avatar

Colin A

CFP®, Series 66

Palm Beach Gardens, FL

Atticus Wealth Management

Colin Arnold is a CFP® with nine years of industry experience, currently serving as an advisor at Atticus Wealth Management. He previously worked at Bartolf Wealth Advisors and held a role at The Loxahatchee Club. Arnold is also an independent insurance agent in Palm Beach Gardens, FL. Atticus Wealth Management is an SEC-registered advisory firm that provides portfolio management, financial planning, and pension consulting primarily to clients with at least $500,000 in investable assets, using a range of investment strategies and maintaining a fiduciary standard.

Options & derivatives strategies Concentrated stock management Annuities Retirement income strategy
user avatar

Austin N

Series 65, Series 66

Palm Beach Gardens, FL

Atticus Wealth Management

Austin Nelson is a financial advisor with Atticus Wealth Management in Palm Beach Gardens, FL. He holds the Series 65 and Series 66 designations and has one year of industry experience. Prior to joining Atticus Wealth Management, he worked at Eastpointe Country Club and Evershore Financial and has been a student since 2010. Atticus Wealth Management is an SEC-registered advisory firm serving individuals, retirement plans, and business entities, typically working with clients who have at least $500,000 of investable assets. The firm offers portfolio management, financial planning, and pension consulting, employing a range of investment strategies with ongoing portfolio monitoring and access to institutional trading platforms.

Options & derivatives strategies Concentrated stock management Annuities Retirement income strategy
user avatar

Stephan Z

CFP®, Series 65

Palm Beach Gardens, FL

Atticus Wealth Management

Stephan Zehner is a CFP® and Series 65-licensed financial advisor with nine years of industry experience. He has worked at Atticus Wealth Management since 2021 and previously held roles at Castle Wealth Management and PFS Advisors DBA Castle Wealth Management. Atticus Wealth Management is a team-based registered investment advisor serving individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm employs a multi-faceted investment approach that includes fundamental, quantitative, technical, and charting analysis, offering a range of strategies from long-term allocations to short-term trading.

Options & derivatives strategies Concentrated stock management Annuities Retirement income strategy
user avatar

Douglas B

Series 63, Series 65

Palm Beach Gardens, FL

Atticus Wealth Management

Douglas Bartolf is a financial advisor at Atticus Wealth Management with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Atticus Wealth Management since 2018, following prior roles at Bartolf Wealth Advisors, Inc. and Banc One Securities Corporation. Atticus Wealth Management is an SEC-registered advisory firm serving individuals, retirement plans, and business entities, typically with at least $500,000 in investable assets. The firm employs a range of investment strategies and emphasizes ongoing portfolio management, broad financial planning, and pension consulting.

Options & derivatives strategies Concentrated stock management Annuities Retirement income strategy
user avatar

Melissa M

CFP®, ChFC®, Series 66

Palm Beach Gardens, FL

Atticus Wealth Management

Melissa Montalvo is a CFP® and ChFC® credentialed advisor at Atticus Wealth Management with 15 years of industry experience. She previously worked at Lipari and Associates Investment Management, Helius Wealth Management, Raymond James Financial Services, Burke Financial Strategies, and Fidelity Investments. Montalvo is also president of Abundancia Wealth Corporation, a holding company for shares of Atticus Wealth Management. Atticus Wealth Management is a team-based registered investment advisor serving individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm offers portfolio management, pension consulting, and comprehensive financial planning, employing a range of investment strategies from long-term allocations to short-term trading.

Options & derivatives strategies Concentrated stock management Annuities Retirement income strategy
user avatar

Micah D

Series 65

Palm Beach Gardens, FL

Atticus Wealth Management

Micah Droescher is a Series 65-licensed advisor with Atticus Wealth Management in Palm Beach Gardens, FL. He has been with Atticus Wealth Management since 2025 and has prior experience with The Jonus Group, Harvest Insurance, and other firms. Outside of his advisory role, he is a part owner of Droescher Therapy LLC, where he assists with accounting and business coaching. Atticus Wealth Management is a team-based registered investment advisor serving individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm offers portfolio management, pension consulting, and comprehensive financial planning, employing a range of investment strategies from long-term allocations to short-term trading.

Options & derivatives strategies Concentrated stock management Annuities Retirement income strategy
View complete list of advisors at this office
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