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ATLAS LEGACY ADVISORS LLC
CRD 329888File 801-129575
APPROVED
Retail clients
Filing as of Mar 16, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$715.0M
Above cohort median (national)
Discretionary AUM
$629.0M
Non-discretionary $86.0M
Clients
155
701 accounts
Employees
5
Above cohort median in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Feb 29, 2024
- Principal office
- 1999 AVENUE OF THE STARS, SUITE 3350, LOS ANGELES, CA, 90067
- Phone
- 310-707-1275
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $715.0M
- Discretionary AUM
- $629.0M
- Non-discretionary AUM
- $86.0M
- Discretionary accounts
- 626
- Non-discretionary accounts
- 75
- Total accounts
- 701
- AUM per client
- $4.6M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 7 | $16.7M |
| Charitable organizations | 7 | $14.5M |
| High net worth individuals | 110 | $648.7M |
| Pension and profit sharing plans | 10 | $26.7M |
| Individuals (other than high net worth individuals) | 21 | $8.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.