Atlas Legacy Advisors LLC
● SEC registered since 2024CRD 329888SEC# 801-129575Los Angeles, CA
Reg. AUM
$715M
Employees
5
Accounts
701
Location
Los Angeles, CA
Atlas Legacy Advisors LLC assets under management
Atlas Legacy Advisors LLC is an SEC-registered investment adviser based in Los Angeles, CA. The firm has been registered since 2024. It reports $715 million in regulatory assets under management and employs 5 people.
Atlas Legacy Advisors LLC owners & executives
10 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Bm Atlas Legacy, Inc. Control | Member | 5-10% | 2024 |
| Bryan Gregory Molinar Control | Member/Chief Compliance Officer | Under 5% | 2024 |
| Marc M Rosenbach Control | Member/Founder/Managing Partner | Under 5% | 2024 |
| Mr Atlas Legacy Inc. Control | Managing Member | Over 75% | 2024 |
| Susan Wong Maxey Control | Chief Operating Officer | Under 5% | 2024 |
| Bryan Gregory Molinar Control | Member | 50-75% | 2024 |
| Marc M Rosenbach Control | Grantor/Trustee | 50-75% | 2024 |
| Michelle Rosenbach | Grantor/Trustee | 50-75% | 2024 |
| Rosenbach Family Trust Ua Dtd 04/14/2000 Control | Member | Over 75% | 2024 |
| Samantha Molinar | Member | 50-75% | 2024 |
Frequently asked questions
How much does Atlas Legacy Advisors LLC manage?
Atlas Legacy Advisors LLC reports $715 million in regulatory assets under management on its Form ADV.
How many employees does Atlas Legacy Advisors LLC have?
Atlas Legacy Advisors LLC reports 5 employees.
Where is Atlas Legacy Advisors LLC located?
Atlas Legacy Advisors LLC is based in Los Angeles, CA and has been SEC-registered since 2024.
Does Atlas Legacy Advisors LLC disclose fund performance?
Atlas Legacy Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1999 Avenue of the Stars, Suite 3350, Los Angeles, CA 90067 |
| Phone | 310-707-1275 |
| Office hours | 6:30- 3:30 Pt |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$715M▲ 14%
Mar '25Form ADV, monthlyJul '26
How this firm compares
Regulatory AUMTop 40%
Larger than 60% of 16,306 advisers
EmployeesTop 62%
More than 38% of 16,824 advisers
Assets under management
$715Mregulatory AUM
Discretionary $629MNon-discretionary $86M