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ATLAS LEGACY ADVISORS LLC

LOS ANGELES, CA · CRD 329888 · IAPD ↗ · atlaslegacy.com · 310-707-1275

$715.0MRegulatory AUM
4Advisory reps
5Employees
0Clients
0Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

49
July 2024 — ATLAS LEGACY ADVISORS LLC notice-filed in FL, NJ, TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
July 2024 — ATLAS LEGACY ADVISORS LLC added office(s): 0 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
73
July 2024 — ATLAS LEGACY ADVISORS LLC's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
95
March 2024 — ATLAS LEGACY ADVISORS LLC (location n/a) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 4 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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