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  2. Atticus Wealth Management

Filings through Oct 24, 2026.

Atticus Wealth Management

EIN 82-4726019-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
1
Retirement
1
$271K assets
Health & Benefits
0
Participants
6
11380 PROSPERITY FARMS ROAD, STE 201 AND 202 - PALM BEACH GARDENS, FL 33410561-316-3700
Plans on this EIN
1 filing
#001401(k)-$271K - 6 part

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Retirement#001

ATTICUS WEALTH MANAGEMENT 401(K) PLAN

401(k)

Assets$271K
Participants6
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001ATTICUS WEALTH MANAGEMENT 401(K) PLAN401(k)$271K62025
  • ATTICUS WEALTH MANAGEMENT 401(K) PLAN$271K
    #001 · 401(k) · 20256
Retirement plans
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