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ATOMIC INVEST LLC

NEW YORK, NY · CRD 313255 · IAPD ↗ · atomicvest.com · 212-419-5036

$319.5MRegulatory AUM
21Advisory reps
21Employees
0Clients
n/aPlanning clients
0Private funds
53States
2Disclosures
wealthSegment
ApprovedSEC status

Filing changes

48
April 2026 — ATOMIC INVEST LLC reported RAUM down 31% ($462.9M -> $319.5M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
48
April 2025 — ATOMIC INVEST LLC reported RAUM down 70% ($1.53B -> $462.9M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
30
April 2024 — ATOMIC INVEST LLC changed its website from atomicinvest.com to atomicvest.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
55
April 2024 — ATOMIC INVEST LLC's Item 11 disclosure-reporting entries rose by 2 (0 -> 2).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
81
April 2024 — ATOMIC INVEST LLC grew from 8 to 19 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.