Atticus Paul Lavelle
Investment adviser representative at Fortitude Family Office
12 yearsExperience
1 stateRegistered in
$1.3BFirm assets
4 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 feePerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Fortitude Family OfficeJan 2023 to now
- Charles SchwabJun 2022 to Dec 2022
- Charles SchwabJun 2021 to Aug 2021
- Student At the University of ArizonaAug 2018 to May 2022
- Unpaid Office Assistant To Family Business (law ofOct 2017 to Jul 2018
- Student At Sunnyslope High SchoolAug 2014 to May 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (AZ).
Fortitude Family Office
Legal name: Fortitude Family Office, LLC
$1.3BAssets managed
412Clients
14Advisers
4 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
- 7537369
- Firm CRD
- 317615