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ATLAS HOLDINGS LLC

GREENWICH, CT · CRD 160610 · IAPD ↗ · atlasholdingsllc.com · 203-622-9138

$18.12BRegulatory AUM
57Advisory reps
87Employees
0Clients
n/aPlanning clients
17Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

60
April 2026 — ATLAS HOLDINGS LLC reported RAUM up 81% ($10.03B -> $18.12B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
64
April 2026 — ATLAS HOLDINGS LLC grew from 48 to 57 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

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