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| Atlas Legacy Advisors LLC
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|
|---|---|
| CRD # | 329888 |
| SEC # | 801-129575 |
| CIK # | 0002054111 |
| AUM | $629.8 M (2025-03-17) |
| Employees | 6 (67% Investors, 0% Brokers) |
| Phone | 310-707-1275 |
| Address | 1999 Avenue of The Stars Los Angeles, CA 90067 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 8.7 | ||
| Apple Inc | 8.5 | ||
| Nvidia Corp | 5.0 | ||
| J P Morgan Chase & Co | 4.3 | ||
| Amazon Com Inc | 3.9 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 21 | 7.5 |
| (b) Individuals (high net worth individuals) | 110 | 571.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 10 | 23.5 |
| (h) Charitable organizations | 7 | 12.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 7 | 14.7 |
| (n) Other | 0 | 0.0 |
| Total | 730 | 629.8 |
| By Discretionary | ||
| Discretionary | 675 | 621.6 |
| Non-Discretionary | 55 | 8.2 |
| Total | 730 | 629.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 629.8 | |
| Total | 730 | 629.8 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002054111] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Summit Investment Advisory Services LLC
✚
|
MN | 0.6 |
|
Intelligent Wealth Solutions LLC
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|
TX | 0.6 |
|
Great Hill Capital LLC
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|
0.6 | |
|
Rockline Wealth Management LLC
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|
NY | 0.6 |
|
Mason & Associates Inc
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|
CA | 0.6 |
|
ERTS Wealth Advisors LLC
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|
MI | 0.6 |
|
Clune & Associates Ltd
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|
IL | 0.6 |
|
Woodstock Wealth Management Inc
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|
GA | 0.6 |
|
DOHJ LLC
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|
WA | 0.6 |
|
Boston Research and Management Inc
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|
MA | 0.6 |