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- Custodian
- Charles Schwab & Company ยท Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 06-21-2018
- Office Locations
- 5
Office Locations
About Atticus Wealth Management
Atticus Wealth Management provides customized, unbiased wealth management and retirement planning, plus corporate retirement/institutional services, estate & trust planning, and philanthropic strategy. The team emphasizes long-term, risk-aware investing using data-driven metrics and secure client communication. Founded in 2018 through a merger of Atticus Asset Management and Bartolf Wealth Advisors; serves families, professionals, and business owners across multiple states; custody includes Charles Schwab.
Reported data analysis
What the numbers show
Between September 2, 2025 and May 22, 2026, reported AUM increased 26.3%, from $447.5M to $565.3M.
Across 5 reported observations, AUM increased 56.8% between March 9, 2022 and May 22, 2026, from $360.4M to $565.3M.
Of the latest reported AUM, 97.0% is discretionary and 3.0% is non-discretionary.
The firm reports 7 advisory representatives and 429 clients, or 61.3 clients per representative. That equates to $1.3M in reported AUM per client.
The profile lists 5 reported office locations and 8 years in operation. The source data was last updated on May 22, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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Owner & Executives
STEPHAN WILLIAM ZEHNER
Chief Compliance Officer, Chief Executive Officer, Relationship Manager
- CRD
- #6526012
- Ownership
- 5% but less than 10%
Showing 1 of 1 owners & executives
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COLIN JOHN ARNOLD
Senior Investment Advisor
- CRD
- #5865053
DOUGLAS JOSEPH BARTOLF
President
- CRD
- #3066725
Showing 2 of 8 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $548,127,441 | $498,298 |
| Non-Discretionary | $17,202,275 | $3,440,455 |
| Total | $565,329,716 | $511,611 |
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Separately Managed Accounts
SMA allocation detail is available
Atticus Wealth Management has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Atticus Wealth Management's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.