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- Custodian
- Charles Schwab & Company ยท Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- Delta oak
- 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.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
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
Unlock allContacts
COLIN JOHN ARNOLD
Senior Investment Advisor
- CRD
- #5865053
DOUGLAS JOSEPH BARTOLF
President
- CRD
- #3066725
Optima crest
Focus insight
- CRD
- #45302
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
Total SMA Asset: $565,329,716
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,104,247,550 | 23.8% |
| Equity - Exchange | $1,264,316,805 | 14.3% |
| Cash | $3,147,529,949 | 35.6% |
| Municipal Bonds | $795,723,864 | 9.0% |
| Corporate - Investment Grade | $1,529,558,094 | 17.3% |
| Total | $8,841,376,262 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| NORTH RIDGE | EMBER VITAL | ZN48Z3AW6 | EXA | 8.06% | $10,933,913 |
| FUSION HORIZON | BEACON INSIGHT | YGZWAHLWE | QEN | 2.25% | $87,530,584 |
| NORTH WAVE BEACON | MERIDIAN MERIDIAN | 7UQ119EDG | AIDE | 2.26% | $81,043,753 |
| BRIDGE ZENITH WAVE | BRIDGE ATLAS | C5GYBURDK | NUIW | 3.08% | $24,883,087 |
| PEAK GLACIER EAGLE | EAGLE PRIME | JGJX57JYG | EQYW | 4.05% | $117,932,345 |
| PRIME MOMENTUM | FRONTIER ELEMENT | L7VDF55R7 | KHUHR | 10.94% | $64,122,731 |
| PIONEER RIDGE CREST | MERIDIAN PATHWAY | WUP7WWF3N | MFJSL | 7.02% | $88,089,790 |
| TIMBER BRIDGE FOUNDATION | HARBOR HARBOR | 9C5XV74N0 | TDIMR | 11.46% | $24,434,831 |