Ati Wealth Partners, LLC

Ati Wealth Partners, LLC (CRD# 282924) is a financial advisory firm headquartered in , . They manage $5,800,000 in 23 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    6
    MILLION
  • Total Number of Accounts
    23
    ACCOUNTS
  • Average Account Value
    $252,174
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

GA, TX

Financial Advisors at Ati Wealth Partners, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Russell R. Robertson
CRD#: 5889672
Atlanta, GA
96
Wealthminder
score

Russell Robertson (CRD# 5889672) is an Investment Advisor Representative working at Ati Wealth Partners, LLC in Atlanta, GA and has over 7 years of experience in the finance industry. Russell Robertson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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