Atmos Advisory, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$172,839,269
Clients
85
Advisors
4
of 4 employees
About
Atmos Advisory serves individual investors — including both non-high-net-worth and high-net-worth clients — as well as pension plans, trusts, estates, and other entities, offering discretionary portfolio management, financial planning, and consulting. Financial planning is included as part of the firm’s investment management services, and Atmos can advise on assets held outside a primary custodian such as variable life, annuities, and employer-sponsored retirement plans.
The firm implements ETF-heavy, modern portfolio theory–informed asset allocation models managed on a discretionary basis, emphasizing low turnover, tax awareness, and periodic rebalancing. Atmos may allocate portions of client portfolios to third-party Independent Managers for specialized objectives while maintaining ongoing monitoring and the ability to appoint or replace those managers.
Distinctive features include a small, four-advisor team managing roughly $181 million for about 85 clients, resulting in a relatively concentrated client roster with higher AUM per relationship and no firm-wide account minimums. Atmos provides ERISA fiduciary services including discretionary 3(38) plan management and rollover guidance, recommends a primary custodian relationship that yields software and research benefits, and permits supervised persons to sell insurance products on a commission basis—relationships and business arrangements that clients should consider when evaluating potential conflicts of interest.
Client services
Expertise
Fee options
$0 - $4,999,999: 1.00% $5,000,000 - $9,999,999: 0.75% $10,000,000 - $19,999,999: 0.50% $20,000,000 - $49,999,999: 0.35% $50,000,000+: 0.20%
Certain Supervised Persons offer securities brokerage services and insurance products under a commission fee arrangement.
Main office
1001 Liberty Avenue, Suite 500
Pittsburgh PA 15222
Advisors at this office
4
Most active in
Colorado · Pennsylvania · West Virginia
Also doing business as
Atmos Advisory, LLC · Gateway Private Wealth Management · Gpwm · Gpwm LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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.
Advisors at this firm
Devin F
CFP®, Series 65
Pittsburgh, PA
Atmos Advisory, LLC
Devin Faddoul is a CFP® certificant with four years of industry experience, currently serving as an advisor at Atmos Advisory, LLC. His career includes roles at EWA, LLC, Origin Financial, Adda Financial, and PNC Financial Services. He is the owner and author of the newsletter "Paid in Full" and hosts a podcast by the same name, featuring interviews with entrepreneurs and creators on topics related to financial markets and life experiences. Atmos Advisory serves individual investors, pension plans, trusts, and estates by providing discretionary portfolio management, financial planning, and consulting. The firm employs ETF-focused, modern portfolio theory–based asset allocation with an emphasis on low turnover, tax awareness, and periodic rebalancing.
Richard L
CFP®, Series 63, Series 65
Pittsburgh, PA
Atmos Advisory, LLC
Richard Lerach is a CFP® with 24 years of industry experience, currently serving at Atmos Advisory, LLC. His prior work includes roles at UBS/The LRM Group, M Holdings Securities, and Gateway Financial Group. He is involved in several community organizations, including serving as chair of the investment committee for the Children's Museum of Pittsburgh and Mt. Lebanon Community Foundation, and volunteering as a ski patroller. Atmos Advisory serves a diverse client base that includes individual investors across wealth tiers, pension plans, trusts, and estates. The firm employs ETF-focused, modern portfolio theory–based strategies with a discretionary approach, emphasizing tax awareness, low turnover, and periodic rebalancing, while managing a concentrated client roster through a small advisory team.
Nicole C
Series 66
Pittsburgh, PA
Atmos Advisory, LLC
Nicole Cosnotti is a financial advisor at Atmos Advisory, LLC with 18 years of industry experience. She holds a Series 66 designation and has been with Atmos Advisory since 2015. Prior to that, she worked at Gateway Financial Group and M Holdings Securities, Inc. Cosnotti is also a Pennsylvania notary public. Atmos Advisory serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm manages approximately $149 million in discretionary assets, focusing on ETF-based asset-allocation models guided by modern portfolio theory, with an emphasis on diversification, tax efficiency, and tailored risk tolerance.
Kevin S
CFP®, Series 66
Pittsburgh, PA
Atmos Advisory, LLC
Kevin Siebert is a CFP®-certified financial advisor with 18 years of industry experience. He is currently with Atmos Advisory, LLC, where he has worked since 2012, and has prior experience at UBS/The LRM Group and The Leaders Group, Inc. Outside of advisory work, he dedicates time as an insurance producer identifying potential clients. Atmos Advisory, LLC serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm manages approximately $149 million in discretionary assets using ETF-based, diversified portfolios guided by modern portfolio theory and tailors allocations to client risk tolerance and time horizon.
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