Advisor at Atlas Legacy Advisors LLC
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Firm
Atlas Legacy Advisors LLC
Location
Los Angeles, CA 90067
Credentials
Series 63, Series 66
Industry experience
37 years
Marc Rosenbach is a financial advisor at Atlas Legacy Advisors LLC in Los Angeles, CA, with 37 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Wells Fargo Clearing for 12 years before joining Atlas Legacy Advisors in 2024 and Seneca Private Wealth in 2025. Atlas Legacy Advisors LLC manages over $629 million in assets and serves individuals, high-net-worth clients, trusts, estates, businesses, and pension/profit-sharing plans. The firm offers investment and wealth management, financial planning, and fiduciary services, focusing on risk-adjusted, tax-efficient asset allocation using a mix of active and passive strategies.
Based on Atlas Legacy Advisors LLC
Based on Atlas Legacy Advisors LLC
Fixed fees for financial planning and consulting services, amounts depend on scope and disclosed in agreement
$0+: up to 1.5% annually (negotiable, flat percentage based on total household assets) $0+: up to 1.0% annually for plan sponsor services
Hourly fees for financial planning and consulting services up to $400 per hour
Account minimum: $2,000,000 Fee-only: Investment and wealth management fees up to 1.5% annually; plan sponsor fees up to 1.0% annually; financial planning fees hourly up to $400/hour or fixed fees; estate planning fees based on specific needs
1999 Avenue Of The Stars, Suite 3350
Los Angeles, CA 90067
California
Seneca Private Wealth , LLC
2025 - Present (1 year)
Atlas Legacy Advisors LLC
2024 - Present (2 years)
Wells Fargo Clearing
2012 - 2024 (12 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Verified by Warmer
CFP®
Calabasas, CA
Greenup Wealth
Aaron Kirsch is a CERTIFIED FINANCIAL PLANNER™ professional and founding partner of GreenUp Wealth Management. He works primarily with individuals and couples who are approaching or living in retirement, helping them design financial plans that support both long-term security and a fulfilling retirement lifestyle. Aaron began his career in financial services in 2001 at a major Wall Street firm and has since worked with clients across a wide range of life stages, both at large institutions and through his own independent wealth management firm. This experience informs his comprehensive approach to financial planning, which integrates retirement income planning, investment management, tax-aware strategies, risk management, and estate planning considerations. He is the co-author of The Rewarding Retirement Workbook, a resource designed to help people think beyond the mechanics of retirement and focus on how they want to live during this stage of life. Aaron’s work emphasizes aligning financial decisions with personal values, priorities, and legacy goals. Aaron holds himself to fiduciary standards and takes a client-centered approach to planning, helping individuals and families navigate financial decisions with clarity and confidence as they transition into and through retirement.
Series 63, Series 65
Los Angeles, CA
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CFP®, Series 66
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Series 65
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Series 63
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Series 65
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Joseph C. Longo, Attorney At Law
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