Atticus Wealth Management

Who works here

• AN
  Austin James Nelson
• CA
  Colin John Arnold
• DB
  Douglas Joseph Bartolf
• MM
  Melissa Marie Montalvo
• MD
  Micah John Droescher
• RK
  Robert Adam Kokol
• RG
  Robert Gerald Goggin
• SZ
  Stephan William Zehner

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Services the firm offers

These describe the firm as a whole, not only this advisor.

• Financial planning
• Portfolio management
• Pension consulting
• Seminars and workshops

Atticus Wealth Management

Legal name: Atticus Wealth Management, LLC

Official records

SEC data as of Nov 13, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Firm CRD

296949