Atala Financial Inc
Atala Financial Inc is an SEC-registered wealth manager in Calabasas, CA with $370.7M assets under management (AUM, regulatory AUM), +16% over one year. See who owns Atala Financial Inc: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 318371, SEC 801-123628, data through 2026-03-06.
- AUM (assets under management / regulatory AUM)
- $370.7M (2026-03-06)
- Firm type
- Wealth Manager
- Location
- Calabasas, CA
- Employees
- 3
- Clients
- 68
- CRD
- 318371
- Ownership
- PATT, SHAWN, SHYAMA
How much AUM does Atala Financial Inc have?
Atala Financial Inc reported $370.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-06).
Who owns Atala Financial Inc?
Disclosed owners and executives of Atala Financial Inc include PATT, SHAWN, SHYAMA. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.