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| Happy Holidays!! thanks for using AUM13F!! |
| Atomic Invest LLC
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| CRD # | 313255 |
| SEC # | 801-121121 |
| CIK # | |
| AUM | $462.9 M (2025-03-31) |
| Employees | 18 (100% Investors, 50% Brokers) |
| Phone | 212-419-5036 |
| Address | 107 Greenwich St New York, NY 10006 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 4,872 | 15.9 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (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 | 0 | 0.0 |
| (h) Charitable organizations | 8 | 53.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 3 | 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 | 1,298 | 393.9 |
| (n) Other | 0 | 0.0 |
| Total | 6,181 | 462.9 |
| By Discretionary | ||
| Discretionary | 680 | 226.6 |
| Non-Discretionary | 5,501 | 236.3 |
| Total | 6,181 | 462.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 9.3 | |
| United States Persons | 453.6 | |
| Total | 6,181 | 462.9 |
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|---|---|---|
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✚
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UT | 0.5 |
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Vickerman Investment Advisors Inc
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WA | 0.5 |
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Paradiem LLC
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LA | 0.5 |
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Peterson Wealth Services Inc
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Chico Wealth RIA Inc
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CA | 0.5 |
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Affiliated Financial Advisors Inc
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WI | 0.5 |
|
HFG Wealth Management LLC
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TX | 0.5 |
|
Financial Plans & Strategies Inc
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IN | 0.5 |
|
Rosenblum Silverman Sutton SF Inc
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CA | 0.5 |
|
XCEL Wealth Management LLC
✚
|
FL | 0.5 |