LOS ANGELES, CACRD 329888Latest ADV March 16, 2026
Atlas Legacy Advisors LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Los Angeles, CA. Its latest Form ADV filing, dated March 16, 2026, reports $715M in regulatory assets under management, 5 employees, 2 offices, and 701 accounts.
Assets Under Management
$715M
Employees
5
Offices
2 offices
Total Clients
155
Primary office
LOS ANGELES, CA
1999 AVENUE OF THE STARS, SUITE 3350, LOS ANGELES, CA, United States
Top client segmentHNWI represent 71.0% of total clients.
Top client categories% of clientsClients
1
HNWI
71.0%
110
2
Individuals
13.5%
21
3
Pension Plans
6.5%
10
4
Charitable
4.5%
7
5
Corporations
4.5%
7
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$715Mas of March 16, 2026
Discretionary88.0%
$629M
88% of total RAUM88.0%
Non-discretionary12.0%
$86M
12% of total RAUM12.0%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$715M
Total Accounts701
10Y AUM Change+$715M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee31:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.