Atlas Legacy Advisors LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$715,008,713
This total excludes 24 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
131
84% high-net worth
Total advisors
4
of 5 employees
Firm size
Team
4-10 advisors or $500M+ in AUM
Average clients per advisor
33
Average account size
$5,458,082
About
Atlas Legacy Advisors LLC provides investment management and financial planning to individuals, high‑net‑worth families, trusts, foundations, businesses and retirement plan sponsors. The firm’s services include discretionary portfolio management, selection and oversight of independent managers, fiduciary and non‑fiduciary plan sponsor consulting, and assistance with estate planning, 1031 real estate exchanges and access to private funds.
The firm constructs tailored, risk‑adjusted, tax‑aware portfolios using a mix of active and passive strategies and may allocate to equities, fixed income, ETFs, alternatives, digital assets, derivatives and interval funds depending on client objectives. Atlas Legacy routinely monitors manager models and uses a unified managed account platform (Axxcess) and other third‑party managers, exercising discretionary authority for most accounts while accommodating client‑directed restrictions where appropriate.
Atlas Legacy is notable among peers for its affiliation with another registered adviser, Seneca Private Wealth, with which it shares office space, personnel and trading infrastructure, and for formalized platform and sub‑advisory arrangements (including UMA access and lending relationships with large custodians). The firm manages roughly $715 million for about 130 clients with a small adviser team and typically requires a multi‑million dollar initial investment, reflecting a focus on high‑net‑worth and institutional relationships.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Expertise
Concentrated stock management
Equity compensation tax strategy
Tax-loss harvesting
Retirement plans for business owners (SEP, solo 401k)
Business exit / sale strategy
Occupation focus
Founder/Business Owner
Executive
Fee options
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
Main office location
Atlas Legacy Advisors LLC
1999 Avenue Of The Stars, Suite 3350
Los Angeles CA 90067, United States
Number of offices
3
Most active in
Atlas Legacy Advisors LLC has reported serving >5 clients in these states in the last 12 months.
California · Florida · New Jersey · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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