$392.7M Total AUM
$392.7M Disc. AUM
-- 3Y CAGR
10 Employees
274 ADV. Clients
9 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Apex ยท Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- WaveLegacy legacy +more
- Established Date
- 06-28-2016
- Office Locations
- 5
Office Locations
2921 Landmark Place STE 501 Madison WI
-- -- --
-- -- WI
About Atlatl Advisers
Atlatl Advisers is a Madison, WI wealth management firm providing holistic wealth management, financial planning, and strategic advisory, with in-house asset management and a defined process for portfolio construction, investment due diligence, and implementation. Portfolios commonly use ETFs and public funds, and the firm also offers digital assets/cryptocurrency guidance, supported by a digital client access experience. Custody includes Charles Schwab.
Team overview
46 AVG AGE
$56.1M AVG AUM / ADVISOR
$1.4M AVG AUM / CLIENT
3.2 yrs AVG TENURE
10 Employees
7 Advisory Reps
7 RIA Reps
9yrs Firm Age
Insights
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Accredited Investors
Wave Glacier vital
Asset Classes
Zenith insight Bridge vector Harbor Momentum North Beacon Ember capital Fusion quantum Delta quantum Element quantum Vital Fusion
Client Personas
Oak Summit
Custodian
Harbor fusion Momentum glacier Momentum Vector insight Alpha Prime pathway Delta meridian Summit atlas Eagle insight Radial
Investment Themes
Oak optima Quantum focus Crest Delta Alpha ember
Investment Vehicles
Focus Horizon focus
Platform
Frontier delta Vital
Services
Insight zenith Meridian focus Insight Pathway atlas Summit ember Atlas delta Zenith foundation Frontier catalyst Beacon Element Focus north Radial timber Momentum radial Vertex Ember
Technology
Vector unison Radial momentum Vital Pathway fusion
Owner & Executives
ROSS ALEXANDER FEDENIA
Chief Executive Officer, Managing Director
- CRD
- #6437428
- Ownership
- 75% or more
(925) 242-3444
glacier.value@unisoncapital.com
in linkedin.com/in/oak-vital
D
DAVID JAMES REICHERT
Chief Compliance Officer
- CRD
- #5967692
- Ownership
- Less than 5%
(681) 575-9202
foundation.focus@vectorcapital.com
in linkedin.com/in/alpha-zenith
Showing 2 of 2 owners & executives
Unlock allContacts
CYNTHIA G FARNSWORTH
Advisor
- CRD
- #5389825
(326) 787-7985
fusion.signal@oakcapital.com
in linkedin.com/in/pathway-zenith
M
Mark Fedenia
Director Of Investments
- CRD
- --
(428) 357-7963
pioneer.ridge@primecapital.com
in linkedin.com/in/ridge-summit
H
Horizon insight
Horizon ridge delta
- CRD
- #62113
(549) 482-2825
zenith.momentum@optimacapital.com
in linkedin.com/in/optima-vertex
Showing 2 of 16 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $392,672,491 | $349,353 |
| Non-Discretionary | $0 | -- |
| Total | $392,672,491 | $349,353 |
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Separately Managed Accounts
Total SMA Asset: $392,672,491
Public Funds:
11.7% Equity - Exchange:
13.9% Cash:
16.0% Private Funds:
22.4% Derivatives:
12.1% Municipal Bonds:
10.1% Other:
13.8% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $423,103,513 | 11.7% |
| Equity - Exchange | $502,661,439 | 13.9% |
| Cash | $578,603,095 | 16.0% |
| Private Funds | $810,044,334 | 22.4% |
| Derivatives | $437,568,591 | 12.1% |
| Municipal Bonds | $365,243,204 | 10.1% |
| Other | $499,045,170 | 13.8% |
| Total | $3,616,269,346 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| PATHWAY ZENITH | ZENITH VERTEX | LSURC25EU | SZCLF | 4.76% | $42,266,625 |
| CAPITAL INSIGHT VALUE | ELEMENT VERTEX | WS7NQT3FH | YPWK | 7.01% | $114,401,921 |
| VALUE WAVE NORTH | VERTEX CREST | R7CKNYVMO | SWNED | 10.60% | $39,958,733 |
| BRIDGE MOMENTUM | EMBER SUMMIT | ONL47HXE5 | YNFI | 10.20% | $97,886,435 |
| OAK TIMBER | FOUNDATION MERIDIAN | CGY21TYL2 | XSBN | 12.26% | $89,535,711 |
| DELTA HORIZON | OAK GLACIER | 60761R84X | SCQ | 1.48% | $44,643,600 |
| BRIDGE WAVE | ATLAS DELTA | IH33ZCH7W | UHS | 2.51% | $104,326,296 |
| MOMENTUM FRONTIER | BRIDGE FOCUS | G4QIKMMC8 | VDFP | 5.68% | $59,267,684 |