$29.8M Total AUM
$29.8M Disc. AUM
-- 3Y CAGR
1 Employees
67 ADV. Clients
10 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท State Street
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-23-2016
- Office Locations
- 1
Office Locations
-- NEW Castle NH
About ATI Wealth Partners, LLC
ATI Wealth Partners is an independent, fee-only RIA providing personalized financial planning and discretionary investment management for retail clients. Portfolios are primarily implemented with ETFs, with some use of derivatives and fixed income tools, and planning may include tax and estate considerations. Custody includes Charles Schwab.
Team overview
-- AVG AGE
$29.8M AVG AUM / ADVISOR
$444.8K AVG AUM / CLIENT
10.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
10yrs Firm Age
Insights
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Asset Classes
Bridge
Investment Themes
Harbor matrix
Investment Vehicles
Eagle
Services
Harbor momentum Alpha Capital Timber Zenith foundation
Owner & Executives
RUSSELL R ROBERTSON
Chief Compliance Officer, Owner
- CRD
- #5889672
- Ownership
- 75% or more
(942) 263-3400
optima.element@matrixcapital.com
in linkedin.com/in/bridge-insight
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $29,800,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $29,800,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $29,800,000
Equity - Exchange:
25.2% Derivatives:
11.3% Cash:
16.3% Equity - OTC:
25.8% Municipal Bonds:
21.4% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $762,325,614 | 25.2% |
| Derivatives | $341,836,486 | 11.3% |
| Cash | $493,091,568 | 16.3% |
| Equity - OTC | $780,476,224 | 25.8% |
| Municipal Bonds | $647,371,752 | 21.4% |
| Total | $3,025,101,644 | 100.0% |