A complete list of active advisors currently associated with Atlas Legacy Advisors LLC
Warmer can help you find a great advisor at Atlas Legacy Advisors LLC or one who fits your needs even better.
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.
To learn more about the advisors currently working at Atlas Legacy Advisors LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Los Angeles, CA
| 2
| |
Prosper, TX
| 17
| |
Los Angeles, CA
| 10
| |
Los Angeles, CA
| 37
|
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