Client Relationship Summary

CRS

Client Relationship Summary

ATIA Wealth Management Group, LLC is registered as an investment adviser. Brokerage and investment advisory services and fees differ, and it is important for you to understand these differences.

Free and simple tools are available to research firms and financial professionals at:
www.investor.gov/CRS
You may also find educational materials about investment advisers, broker-dealers, and investing.

ATIA Wealth Management provides investment advisory services including:

Portfolio Management
Financial Planning
Retirement Planning
Investment Monitoring
Ongoing Financial Advice

We offer discretionary portfolio management, meaning we may buy or sell investments in your account without asking you in advance.

Fees are typically based on assets under management and billed monthly in arrears.
Additional information about our services and fees is available in our Form ADV Part 2A.

Client Reviews

★★★★★

I have been with Dave and Atia wealth for over 8 years. I was very hesitant to move money from a work account to Atia, however, I felt so comfortable with Dave I decided to move my money. That turned out to be a great decision. I have recently retired at 63 and I would not have been able to retire this early without Dave’s great money management. Some things that I really like about Atia and Dave, is there is no charge to buy or change shares in different companies. I have been with other agencies in the past and every time they moved stock I was charged a fee, in addition to paying for their service. NOT with Atia. They only make money if you make money. They definitely have your best interest in mind. Dave is responsive, and assist with all kinds of life decisions and money management as needed or requested. Dave is not only my financier, I consider him a friend.

Thank you Dave for helping me retire early, always keeping an eye on my account, and being there when needed.

— Brenda V.

Office Hours

Monday-Friday - 8:30 am to 3:00 pm

ATIA Wealth

Contact Info

319 E. Madison St., Suite 4G
Springfield, IL 62701

(217) 523-7700

david.gundy@atiawealth.co

Investment and Insurance Products Are: Not FDIC Insured • Not Insured by Any Federal Government Agency • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or any of its Affiliates • Subject to Investment Risks, Including Possible Loss of Principal Amount Invested

ATIA Wealth Management Group is a Registered Investment Adviser registered with the State of Illinois. Advisory services are only offered to clients or prospective clients where the firm and its representatives are properly licensed or exempt from licensure.

This website is for informational purposes only and should not be construed as a solicitation or offer to buy or sell any securities or as personalized investment advice.

All investing involves risk, including the possible loss of principal. Past performance is not indicative of future results.

For additional information about ATIA Wealth Management Group, including fees and services, please review our Form ADV available at www.adviserinfo.sec.gov.