← Tributary

ATLAS ASSET MANAGEMENT LLC

GUAYNABO, PR · CRD 173561 · IAPD ↗ · atlasam.com · 787 781-1301

$700.6MRegulatory AUM
2Advisory reps
3Employees
0Clients
0Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
January 2026 — ATLAS ASSET MANAGEMENT LLC crossed $500M in regulatory AUM ($334.0M -> $700.6M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

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