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ATMOS ADVISORY, LLC

PITTSBURGH, PA · CRD 160087 · IAPD ↗ · (412) 497-1766

$180.9MRegulatory AUM
4Advisory reps
4Employees
2Clients
51-100Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
April 2025 — ATMOS ADVISORY, LLC notice-filed in CO.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
July 2024 — GPWM LLC is now doing business as ATMOS ADVISORY, LLC.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.