Atlatl Advisers

What Atlatl Advisers does

Atlatl Advisers is a boutique multi-family office (MFO) and SEC-registered investment adviser headquartered in Madison, Wisconsin, founded in 2015 by Ross Fedenia, CFP. The firm delivers comprehensive wealth management under a "personal CFO" service model that integrates investment management, financial planning, insurance and risk management, tax strategy, and estate coordination for high-net-worth and ultra-high-net-worth families, single-family offices, and institutional clients such as nonprofits, foundations, and retirement plan sponsors. Its core product lines are Wealth Management & Family Office, Asset Management, and Retirement Plan Services, all delivered through a five-step Discover-Plan-Agree-Implement-Review process and organized around a Liquidity, Lifetime, and Legacy goals-based allocation framework. The investment platform is open-architecture, with research-driven systematic strategies developed by senior quantitative talent and selected on the merits from the whole market.

The firm is structured as a fee-only, fiduciary, and independent LLC, compensated solely by clients through AUM-based fees. Industry estimates indicate MFO fees typically run 0.40%-0.70% of AUM with tiered schedules, and the firm's target entry point is families with roughly $25M-$50M+ in investable assets. Distribution is exclusively direct: a content-marketing engine of 86 published educational articles on family office, tax, estate, investing, and planning topics drives organic top-of-funnel interest, with conversion through a free initial consultation. The team includes Ross Fedenia (CEO, University of Chicago alumnus and inaugural graduate of UW's Wealth Management and Financial Planning Program), Mark Fedenia, Ph.D. (Director of Investments, Baird Professor of Finance at Wisconsin School of Business and long-tenured UW System investment consultant), and Stephanie Kaminski (Director of Operations, formerly of UBS). The firm is privately held by its founders with no disclosed institutional or PE/VC ownership, and operates from a single Madison office with multi-state SEC notice filings.

Name

Atlatl Advisers

Legal name

Atlatl Advisers, LLC

Website

https://atlatladvisers.com

Company type

Private

Founded year

2015

Operating status

Operating

Headcount range

11–50 employees

Short description

Atlatl Advisers is a boutique, fee-only multi-family office in Madison, Wisconsin, delivering personal-CFO wealth management, asset management, and retirement plan services to high-net-worth families, single-family offices, and institutional clients via an open-architecture, research-driven investment platform.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (523940), Pension Funds (525110)

SIC

Investment Advice (6282)

akta.pro primary industry

Family Wealth & Multi-Generational Planning RIAs (HNW/UHNW-lite) (FSAAACAH)

akta.pro secondary industries

Fee-Only Advisory (FSAEAAAL), Retirement Plan Participant Advice & Managed Accounts (FSAEABAF)

Keywords

• Wealth management services
• Multi-family office
• Investment advisory
• Financial planning services
• Asset management

Headquarters

HQ city

Madison

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure, Others

Revenue model

1. Assets Under Management (AUM) Fees: Fee-only registered investment adviser compensated solely by clients. As a multi-family office, the firm charges AUM-based fees, which according to industry estimates for MFOs typically range from 0.40% to 0.70% of assets under management, with tiered schedules that decline as assets grow.

Pricing tiers

Go-to-market motion2 records

Distribution channels1 record

Marketing channels4 records

Core offering

Atlatl Advisers delivers fee-only wealth management and multi-family office services to high-net-worth families, family offices, and institutions. Its core offerings combine investment management, financial planning, insurance and risk management, tax strategy, and estate coordination under a single personal-CFO team. All engagements follow a five-step Discover, Plan, Agree, Implement, Review process and are organized through a Liquidity, Lifetime, Legacy goals-based allocation framework.

Product overview

Atlatl Advisers offers a unified personal CFO wealth management service structured around three core offerings: Wealth Management & Family Office, Asset Management, and Retirement Plan Services. The firm operates on an open-architecture platform delivering institutional-quality investment management to private clients. All services are delivered through a five-step process (Discover, Plan, Agree, Implement, Review) and organized around a Liquidity, Lifetime, and Legacy framework. The firm employs a team-based approach where advisers and specialists work across investments, financial planning, tax, estate, trust, and operations.

Differentiator

Problem solved

Functional benefit

Products and services

• Wealth Management & Family Office Comprehensive wealth management service combining investment management, financial planning, insurance and risk management, tax strategy, and estate coordination under a personal-CFO team for accomplished families, family offices, and institutions.
• Asset Management Disciplined, research-driven portfolio construction on an open-architecture platform with institutional due diligence behind every holding, including systematic strategies developed by senior quantitative talent.
• Retirement Plan Services Fiduciary support for plan sponsors and employees, covering investment selection and employee education for retirement plans of nonprofits, foundations, and other organizations.

Quantifiable outcome

• MFO fees typically run 0.40% to 0.70% of AUM (industry estimates)
• +1 more outcomes

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature2 records

Scale indicators2 records

Recent moves5 records

Expansion highlights4 records

Broad incumbents

• Bessemer Trust: Long-established multi-family office catering to UHNW families with investment management, wealth planning, and family office services. Comparable service model but targeting families at the upper end of the wealth spectrum.
• Cerity Partners: Large, multi-service wealth management, tax, and advisory firm serving HNW clients with a coordinated multi-family office service mix. Same personal-CFO-style service architecture as Atlatl but at significantly greater scale and national reach.
• Creative Planning: Large independent, fee-only RIA offering comprehensive wealth management, financial planning, and family-office-style services to HNW individuals nationwide. Functionally similar service stack but operating at vastly larger AUM scale.

Direct peers

• Moneta Group: Large fee-only RIA operating a multi-family office model serving HNW/UHNW families with comprehensive investment, financial planning, tax, and estate services. Direct competitor to Atlatl's personal-CFO offering, though at materially greater scale.
• The Haverford Trust Company: Boutique fee-only investment manager focused on wealth management for HNW individuals, families, and institutions using research-driven, fundamental strategies. Comparable in boutique scale, fee-only model, and research-anchored philosophy.
• Mariner Wealth Advisors: National fee-only RIA providing family office services including investments, financial planning, tax, and estate services to HNW clients. Closely comparable business model and service stack, scaled nationally vs. Atlatl's Wisconsin footprint.
• Glenmede: Independent, employee-owned investment and wealth management firm that operates as a multi-family office with discretionary investment management, trust, and planning services for HNW/UHNW families — directly comparable model and target clientele.
• Cresset: Multi-family office serving HNW/UHNW families with a personal-CFO approach and institutional investment capabilities. Highly comparable positioning around coordinated wealth services and open-architecture investing.

Regional players

• Plante Moran Wealth Management: Midwest-based wealth management practice affiliated with a top-20 accounting firm, offering fee-based investment advisory, financial planning, and family office services to HNW families. Comparable Midwest regional footprint and multi-disciplinary model.
• Anchor Capital Advisors: Wisconsin-based RIA (headquartered in Madison) serving institutional and HNW clients with research-driven investment strategies. Closest geographic and scale peer to Atlatl, with overlapping institutional investment DNA.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights5 records

Customer concentration

• Facebookfacebook.com/atlatladvisers

Compliance3 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Atlatl Advisers