Atwima Wealth Management LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$711,794
Total clients
7
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
7
Average account size
$101,685
About
Atwima Wealth Management is a single-advisor registered investment adviser that provides asset management and financial planning to individuals and small business owners, reporting seven clients and $711,794 in assets under management. Its asset management services cover traditional securities (stocks, bonds, mutual funds, ETFs, REITs) as well as alternative investments and a range of cryptocurrencies, and it offers project-based financial planning and consulting.
The firm employs both fundamental and technical analysis and uses long-term, short-term, and income strategies, with accounts generally managed on a non-discretionary basis requiring client confirmation before trades and periodic reviews at least annually. Financial plans are delivered in writing as one-time reports or ongoing consulting, and the firm permits client-imposed investment restrictions where feasible.
Noteworthy features include the firm’s explicit inclusion of cryptocurrencies (Bitcoin, Ethereum, Solana and related ETFs) and alternative investments in its advisory services, which is less common for an independent solo advisor with a small client base. The principal holds CFA and CPA credentials and concurrently serves as CFO/CCO at another firm (disclosed as a roughly 40-hour-per-week commitment), a detail the brochure identifies as a material affiliation that may affect capacity and is disclosed under conflicts of interest.
Client services
Financial planning
Portfolio management
Expertise
Real estate investing
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Occupation focus
Self-Employed
Fee options
Fixed fee range for financial planning and consulting: $2,500 - $20,000
$250,000 - $1,000,000: 1.50% $1,000,001 - $2,000,000: 1.25% $2,000,001+: 0.75%
Negotiable hourly rate for financial planning and consulting services
Main office location
Atwima Wealth Management LLC
3400 Cottage Way, Ste G2
Sacramento CA 95825, United States
Number of offices
1
Most active in
Atwima Wealth Management LLC has reported serving >5 clients in these states in the last 12 months.
California · Massachusetts · New York
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:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")