Douglas Joseph Bartolf
Investment adviser representative at Atticus Wealth Management
22 yearsExperience
2 statesRegistered in
$565.3MFirm assets
8 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
22 years in the industry.
- Atticus Wealth ManagementJun 2018 to now
- Bartolf Wealth Advisors, Inc.Oct 2004 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
Atticus Wealth Management
Legal name: Atticus Wealth Management, LLC
$565.3MAssets managed
429Clients
8Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3066725
- Firm CRD
- 296949