# Atrium Financial Advisors LLC

> Atrium Financial Advisors LLC is a state-registered investment advisory firm, registered since 2017, reporting under $25 million in regulatory assets under management in its Form ADV filing dated June 13, 2025.

- CRD: 289365
- Filed as: ATRIUM FINANCIAL ADVISORS LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Florida
- Filing period: October 2026
- Form ADV filing dated: June 13, 2025
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/289365
- AdvisorCensus page: https://advisorcensus.com/firm/atrium-financial-advisors-llc-289365

## Quick answers

**How is Atrium Financial Advisors LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Atrium Financial 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.

**Is Atrium Financial Advisors LLC registered with the SEC or a state?**
Atrium Financial Advisors LLC is a state-registered investment advisory firm, registered since 2017. Status as filed: APPROVED. CRD 289365.

**How much does Atrium Financial Advisors LLC manage?**
Atrium Financial Advisors LLC reports $3,684,166 in regulatory assets under management in its Form ADV filing dated June 13, 2025 (0% discretionary).

**What types of clients does Atrium Financial Advisors LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (49); high net worth individuals (11).

**Does Atrium Financial 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/289365

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $3,684,166
- Discretionary: $0
- Non-discretionary: $3,684,166

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 49 | $447,346 |
| High net worth individuals | 11 | $3,236,820 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2017 (8 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Atrium Financial Advisors LLC (CRD 289365): Form ADV filing data as of October 2026.