# Atrato Asset Management LLC

> Atrato Asset Management LLC is a state-registered investment advisory firm, registered since 2024, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated February 13, 2026.

- CRD: 151620
- Filed as: ATRATO ASSET MANAGEMENT LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Washington
- Filing period: October 2026
- Form ADV filing dated: February 13, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/151620
- AdvisorCensus page: https://advisorcensus.com/firm/atrato-asset-management-llc-151620

## Quick answers

**How is Atrato Asset Management LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Atrato Asset Management LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Atrato Asset Management LLC registered with the SEC or a state?**
Atrato Asset Management LLC is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 151620.

**How much does Atrato Asset Management LLC manage?**
Atrato Asset Management LLC reports $86,887,091 in regulatory assets under management in its Form ADV filing dated February 13, 2026 (0% discretionary).

**How have Atrato Asset Management LLC's assets and staff changed since 2021?**
In the Form ADV data for Atrato Asset Management LLC: Regulatory assets under management: $226,366,640 in the October 2021 data and $86,887,091 in the October 2026 data, down 62%. Total employees: 3 in October 2021 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Atrato Asset Management LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (11).

**Does Atrato Asset Management 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/151620

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $86,887,091
- Discretionary: $0
- Non-discretionary: $86,887,091

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 11 | $86,887,091 |

### 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
- Other

### Firm details
- Registered since: 2024 (1 year)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $226,366,640 | 3 | July 28, 2021 |
| October 2022 | $210,661,326 | 2 | March 16, 2022 |
| October 2023 | $215,076,053 | 2 | June 30, 2023 |
| October 2024 | $83,010,888 | 1 | September 13, 2024 |
| October 2026 | $86,887,091 | 1 | February 13, 2026 |

Regulatory assets under management: $226,366,640 in the October 2021 data and $86,887,091 in the October 2026 data, down 62%.
Total employees: 3 in October 2021 and 1 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Atrato Asset Management LLC (CRD 151620): Form ADV filing data as of October 2026.