A
ATI Wealth Partners, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$29,800,000
Total clients
67
22% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
67
Average account size
$444,776
About
ATI Wealth Partners is a small independent registered investment adviser that provides discretionary asset management and financial planning to individuals, small businesses, and trusts, estates, and charitable organizations. The firm reports roughly $29.8 million in discretionary assets across about 67 client relationships and does not impose a formal account minimum.
Portfolio construction begins from a long-term strategic asset-allocation framework, typically using low-cost, broadly diversified ETFs supplemented by structured notes, and may include a tactical overlay for shorter-term opportunities. The firm uses both fundamental and technical analysis and, for certain clients, implements option-writing strategies (cash‑secured puts and covered calls) on a discretionary basis.
Notably, the firm uses derivatives in separately managed accounts — through structured notes and options strategies — a practice that is uncommon among peers and that introduces counterparty and options-specific risks despite a stated no‑leverage policy. The firm also discloses an affiliated advisory relationship involving the owner that could impact time commitments in a contingency and makes comprehensive financial planning available as part of management for accounts above certain asset thresholds.
Client services
Financial planning
Portfolio management
Expertise
Options & derivatives strategies
Cash flow / budgeting
Fee options
Fixed fee of $1,800 for comprehensive financial planning; limited-scope planning starts at $350
$0 - $50,000: 1.00% annually $50,000 - $200,000: 1.00% annually $200,000 - $1,000,000: 1.00% annually $1,000,000+: Negotiable
$200 per hour for financial planning if terminated before completion
Fee-only: Fixed fee of $1,800 for comprehensive financial planning; limited-scope planning starts at $350; planning fees may be prorated at $200/hr if terminated early
Main office location
ATI Wealth Partners, LLC
Savannah GA, United States
Number of offices
1
Most active in
ATI Wealth Partners, LLC has reported serving >5 clients in these states in the last 12 months.
Georgia · Illinois · Massachusetts · New Hampshire · Tennessee · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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