Atlas Legacy Advisors, LLC
Atlas Legacy Advisors, LLC is an independent, Los Angeles-based registered investment adviser founded to help successful families simplify complex financial lives and create enduring legacies. The firm employs experienced investment and planning professionals who offer highly personalized, comprehensive wealth management and financial planning services. Atlas Legacy Advisors employs a multi-family office approach and serves individuals, families, businesses, and institutions, emphasizing multi-generational relationships, fiduciary commitment, and coordination with clients' other advisors such as CPAs and estate attorneys. The employee count is not publicly disclosed.
Investment Strategy
Atlas Legacy Advisors provides financial planning and investment advisory services to retail investors, including discretionary and non-discretionary portfolio management and continuous investment monitoring. The firm focuses on understanding each client’s unique personal, tax, and estate objectives in order to create bespoke, integrated strategies aimed at protecting wealth and achieving long-term goals. Their multi-family office approach allows for comprehensive service delivery, coordination with external professional advisers, and a commitment to fiduciary principles, always prioritizing clients’ best interests.
Top Holdings
Equity Positions (172)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IYW | ISHARES TR | 8.49% | $38.5M | 222,300 | $159.52 | $173.27 | +$5.2M |
V VOO | VANGUARD INDEX FDS | 7.40% | $33.6M | 59,117 | $527.63 | $568.03 | +$4.6M |
I IVV | ISHARES TR | 6.59% | $29.9M | 48,204 | $588.68 | $620.90 | +$1.7M |
Q QQQM | INVESCO EXCH TRADED FD TR II | 4.09% | $18.6M | 81,745 | $193.14 | $227.10 | +$2.0M |
R RWL | INVESCO EXCH TRADED FD TR II | 3.57% | $16.2M | 155,401 | $99.38 | $104.29 | +$734.7K |