# Atorie Advisors, LLC

> Atorie Advisors, LLC is a state-registered investment advisory firm in Santa Monica, CA, registered since 2025, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 24, 2026.

- CRD: 331840
- Filed as: ATORIE ADVISORS, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Santa Monica, CA
- Filing period: October 2026
- Form ADV filing dated: March 24, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/331840
- AdvisorCensus page: https://advisorcensus.com/firm/atorie-advisors-llc-santa-monica-ca-331840

## Quick answers

**How is Atorie Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Atorie Advisors, LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Atorie Advisors, LLC located?**
Atorie Advisors, LLC's principal office is in Santa Monica, CA, according to its Form ADV.

**Is Atorie Advisors, LLC registered with the SEC or a state?**
Atorie Advisors, LLC is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 331840.

**How much does Atorie Advisors, LLC manage?**
Atorie Advisors, LLC reports $22,089,254 in regulatory assets under management in its Form ADV filing dated March 24, 2026 (100% discretionary).

**What types of clients does Atorie Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (19).

**Does Atorie 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 public record on IAPD: https://adviserinfo.sec.gov/firm/summary/331840

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $22,089,254
- Discretionary: $22,089,254
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 19 | $22,089,254 |
| High net worth individuals | Fewer than 5 | Not reported |
| Banking or thrift institutions | Fewer than 5 | Not reported |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | Not reported |
| Charitable organizations | Fewer than 5 | Not reported |
| State or municipal government entities (including government pension plans) | Fewer than 5 | Not reported |
| Other investment advisers | Fewer than 5 | Not reported |
| Insurance companies | Fewer than 5 | Not reported |
| Sovereign wealth funds and foreign official institutions | Fewer than 5 | Not reported |
| Corporations or other businesses not listed above | Fewer than 5 | Not reported |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2025 (1 year)
- Employees: 3 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- atorieadvisors.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Atorie Advisors, LLC (CRD 331840): Form ADV filing data as of October 2026.