# Atlas Legacy Advisors LLC

> Atlas Legacy Advisors LLC is an SEC-registered investment advisory firm in Los Angeles, CA, registered since 2024, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 16, 2026.

- CRD: 329888
- Filed as: ATLAS LEGACY ADVISORS LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Los Angeles, CA
- Filing period: October 2026
- Form ADV filing dated: March 16, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/329888
- AdvisorCensus page: https://advisorcensus.com/firm/atlas-legacy-advisors-llc-los-angeles-ca-329888

## Quick answers

**How is Atlas Legacy Advisors LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Atlas Legacy Advisors LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does Atlas Legacy Advisors LLC charge?**
Its Form ADV Part 2A brochure dated March 16, 2026 states: Hourly rate: $400 an hour (financial planning and consulting services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Atlas Legacy Advisors LLC located?**
Atlas Legacy Advisors LLC's principal office is in Los Angeles, CA, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Atlas Legacy Advisors LLC registered with the SEC or a state?**
Atlas Legacy Advisors LLC is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 329888.

**How much does Atlas Legacy Advisors LLC manage?**
Atlas Legacy Advisors LLC reports $715,008,713 in regulatory assets under management in its Form ADV filing dated March 16, 2026 (88% discretionary).

**How have Atlas Legacy Advisors LLC's assets and staff changed since 2024?**
In the Form ADV data for Atlas Legacy Advisors LLC: Regulatory assets under management: $586,055,511 in the October 2024 data and $715,008,713 in the October 2026 data, up 22%. Total employees: 5 in October 2024 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Atlas Legacy Advisors LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (110); individuals (other than high net worth individuals) (21); pension and profit sharing plans (but not the plan participants or government pension plans) (10).

**Which custodians does Atlas Legacy Advisors LLC use?**
Atlas Legacy Advisors LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Wells Fargo Clearing Services, LLC as custodians holding 10% or more of its separately managed account assets.

**Does Atlas Legacy Advisors LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/329888

**What changed in Atlas Legacy Advisors LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $629,843,436 to $715,008,713 (+14%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 16, 2026)

- Hourly rate: $400 an hour (financial planning and consulting services)

> Hourly fees generally range up to $400 per hour.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Wells Fargo Clearing Services, LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $715,008,713
- Discretionary: $629,030,805
- Non-discretionary: $85,977,908

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 21 | $8,478,477 |
| High net worth individuals | 110 | $648,720,383 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 10 | $26,656,832 |
| Charitable organizations | 7 | $14,484,077 |
| Corporations or other businesses not listed above | 7 | $16,668,944 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2024 (2 years)
- Employees: 5 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, FL, NJ, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Westlake Village, CA

### Websites listed on Form ADV (Item 1.I)
- [atlaslegacy.com](https://atlaslegacy.com)
- LinkedIn @atlas-legacy-advisors

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $586,055,511 | 5 | June 17, 2024 |
| October 2025 | $629,843,436 | 6 | March 17, 2025 |
| October 2026 | $715,008,713 | 5 | March 16, 2026 |

Regulatory assets under management: $586,055,511 in the October 2024 data and $715,008,713 in the October 2026 data, up 22%.
Total employees: 5 in October 2024 and 5 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $629,843,436 to $715,008,713 (+14%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Atlas Legacy Advisors LLC (CRD 329888): Form ADV filing data as of October 2026.