SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Atlas Legacy Advisors LLC
Los Angeles, CA
CRD 329888
Firm filing updated March 16, 2026 ·
- $715MAssets
- 155Clients
- 4Advisory staff
- 701Accounts
Fees and minimums
- Hourly feesAsk the firm for the rate
All fee types on the form
- Percentage of assets under managementYes
- Hourly chargesYes
- Fixed feesYes
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
- OtherNo
Who the firm serves
- High net worth individuals110
- Individuals21
- Pension and profit sharing plans10
- Charities7
- Corporations or other businesses7
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 21 | $8.5 million |
| High net worth individuals | 110 | $648.7 million |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 10 | $26.7 million |
| Charitable organizations | 7 | $14.5 million |
| Corporations or other businesses not listed above | 7 | $16.7 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
See all 5 services
- Pension consulting services
- Selection of other advisors (including private fund managers)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisors (including private fund managers)
Assets and accounts
- Regulatory assets$715.0 million
- Accounts701
- Discretionary$629.0 million · 626 accounts
- Non-discretionary$86.0 million · 75 accounts
People
- Employees5
- Advisory staff4
- Broker-dealer reps0
- Licensed insurance agents0
- Planning clients0
Advisors
4 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- SEC-registered investment advisor. CRD 329888, SEC file 801-129575.
- Registered with the SEC as an investment advisor (status date on record: February 29, 2024).
Is Atlas Legacy Advisors LLC a fiduciary?
Short answer: Atlas Legacy Advisors LLC is registered with the SEC as an investment advisor.
More detail
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
The firm does not report commissions, a broker-dealer role, a related broker-dealer, or staff who are broker-dealer representatives.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.