Atwima Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Atwima Wealth Management is a single-advisor registered investment adviser that provides asset management and financial planning to individuals and small business owners, reporting seven clients and $711,794 in assets under management. Its asset management services cover traditional securities (stocks, bonds, mutual funds, ETFs, REITs) as well as alternative investments and a range of cryptocurrencies, and it offers project-based financial planning and consulting.
The firm employs both fundamental and technical analysis and uses long-term, short-term, and income strategies, with accounts generally managed on a non-discretionary basis requiring client confirmation before trades and periodic reviews at least annually. Financial plans are delivered in writing as one-time reports or ongoing consulting, and the firm permits client-imposed investment restrictions where feasible.
Noteworthy features include the firm’s explicit inclusion of cryptocurrencies (Bitcoin, Ethereum, Solana and related ETFs) and alternative investments in its advisory services, which is less common for an independent solo advisor with a small client base. The principal holds CFA and CPA credentials and concurrently serves as CFO/CCO at another firm (disclosed as a roughly 40-hour-per-week commitment), a detail the brochure identifies as a material affiliation that may affect capacity and is disclosed under conflicts of interest.
Client services
Expertise
Occupation focus
Fee options
Fixed fee range for financial planning and consulting: $2,500 - $20,000
$250,000 - $1,000,000: 1.50% $1,000,001 - $2,000,000: 1.25% $2,000,001+: 0.75%
Negotiable hourly rate for financial planning and consulting services
Main office
3400 Cottage Way, Ste G2
Sacramento CA 95825
Advisors at this office
1
Most active in
California · Massachusetts · New York · Texas
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.
Forms ADV
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