← Tributary

IGNITE PLANNERS LLC

SAN CLEMENTE, CA · CRD 289797 · IAPD ↗ · 619-504-1907

$1.14BRegulatory AUM
38Advisory reps
38Employees
0Clients
More than 500Planning clients
2Private funds
25States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

81
March 2026 — IGNITE PLANNERS LLC reports More than 500 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
85
March 2026 — IGNITE PLANNERS LLC crossed $1B in regulatory AUM ($941.8M -> $1.14B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
73
December 2025 — IGNITE PLANNERS LLC now reports 2 private fund(s) ($0 gross).
Firm reports private funds for the first time.
Fund administrationCompliance
28
February 2025 — IGNITE PLANNERS LLC changed its website from igniteplanners.com to atlaswealthmgmt.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
51
February 2025 — IGNITE PLANNERS LLC notice-filed in AR, CO, MO, WY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
February 2025 — IGNITE PLANNERS LLC added office(s): 5 -> 7 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
64
February 2025 — IGNITE PLANNERS LLC reported RAUM up 32% ($715.8M -> $941.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
73
February 2025 — IGNITE PLANNERS LLC grew from 31 to 36 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.