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For Professionals

Add wealth management for your clients — without the compliance, capital, or conflict.

We work alongside CPAs and advisors as a fiduciary partner. You keep the relationship; your clients get coordinated wealth and tax planning; you add a service line without building one.

Explore a partnership

How it works

  1. 01

    We learn your firm and clients

    We start by understanding your practice, your clients, and where coordinated wealth and tax planning would add the most value.

  2. 02

    We bring in vetted, fiduciary advisors

    Yours or ours — held to a fiduciary standard, aligned with how you already serve your clients.

  3. 03

    We handle planning, compliance, and reporting

    The operational weight of a wealth practice sits with us, not with your firm.

  4. 04

    You stay informed; the client stays yours

    You keep the relationship. Your client gets coordinated planning. You add a service line without building one.

Common questions

Are you a Registered Investment Advisor?

Yes. Atreides Wealth operates as an RIA and serves clients under a fiduciary standard. We disclose our status and provide Form ADV and Form CRS on request and in our footer.

What are the costs to start a partnership?

There is no cost to explore a partnership. Engagement terms are set transparently once we understand your firm and the clients involved.

What if I already work with an advisor?

We work alongside existing advisors and CPAs rather than displacing them. The goal is coordination — keeping the relationship with you while adding planning depth for the client.

Explore a partnership

Let's talk about your firm.

Tell us a little about your practice and your clients. We'll set up a no-pressure introductory call — usually within two business days.

Which areas do you want help with?

We never share your information. This call carries no obligation.