Atlas Legacy Advisors LLC
Atlas Legacy Advisors LLC is an SEC-registered wealth manager in Los Angeles, CA with $715.0M assets under management (AUM, regulatory AUM), +14% over one year. See who owns Atlas Legacy Advisors LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 329888, SEC 801-129575, data through 2026-03-16.
- AUM (assets under management / regulatory AUM)
- $715.0M (2026-03-16)
- Firm type
- Wealth Manager
- Location
- Los Angeles, CA
- Employees
- 5
- Clients
- 155
- CRD
- 329888
- Ownership
- MAXEY, SUSAN, WONG; BM ATLAS LEGACY, INC.; Molinar, Samantha; Rosenbach, Michelle; ROSENBACH, MARC, M
How much AUM does Atlas Legacy Advisors LLC have?
Atlas Legacy Advisors LLC reported $715.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-16).
Who owns Atlas Legacy Advisors LLC?
Disclosed owners and executives of Atlas Legacy Advisors LLC include MAXEY, SUSAN, WONG, BM ATLAS LEGACY, INC., Molinar, Samantha, Rosenbach, Michelle, ROSENBACH, MARC, M. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.