Atlas Legacy Advisors LLC

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Client assets under management

$657,198,860

Clients

131

84% high-net-worth

Advisors

of 5 employees

Firm type

Team

5-30 advisors or >$500M in AUM

Clients per advisor

Very Low

Average account size

$5,016,785

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

Fixed fees for financial planning and consulting services, amounts depend on scope and disclosed in agreement

Percentage

$0+: up to 1.5% annually (negotiable, flat percentage based on total household assets) $0+: up to 1.0% annually for plan sponsor services

Project-based

Hourly fees for financial planning and consulting services up to $400 per hour

Other

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

Most active in

California · Florida · New Jersey · Texas

Disclosures

Business activities & affiliations

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.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Website 310-707-1275

Advisors at this firm

Marc R

Series 63, Series 66

Los Angeles, CA

Atlas Legacy Advisors LLC

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.

Concentrated stock management Equity compensation tax strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive

Bryan M

CFP®, Series 66

Los Angeles, CA

Atlas Legacy Advisors LLC

Bryan Molinar is a CFP® and Series 66-licensed financial advisor with nine years of industry experience. He is currently with Atlas Legacy Advisors LLC and Seneca Private Wealth, having previously worked at Wells Fargo Clearing Services and UBS Financial Services. 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 employs a discretionary investment approach focused on risk-adjusted, tax-efficient asset allocation using a combination of active and passive strategies and independent manager selection.

Concentrated stock management Equity compensation tax strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive

Susan M

Series 66

Prosper, TX

Atlas Legacy Advisors LLC

Susan Maxey is a financial advisor at Atlas Legacy Advisors LLC with 17 years of industry experience. She holds a Series 66 designation and has worked at Wells Fargo Clearing from 2012 to 2024 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 generally manages portfolios on a discretionary basis, using a mix of active and passive strategies focused on risk-adjusted, tax-efficient asset allocation, and it maintains an affiliation with Seneca Private Wealth that supports shared operational functions.

Concentrated stock management Equity compensation tax strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive

Matthew F

CFP®, Series 66

Los Angeles, CA

Atlas Legacy Advisors LLC

Matthew Fulton is a CFP® and holds a Series 66 license, currently serving as an advisor at Atlas Legacy Advisors LLC with two years of industry experience. His prior roles include positions at Seneca Private Wealth, Wells Fargo Clearing, UBS, and Fulton Management. Atlas Legacy Advisors LLC manages over $629 million in assets for individuals, high-net-worth clients, trusts, estates, businesses, and pension/profit-sharing plans. The firm emphasizes risk-adjusted, tax-efficient asset allocation through a blend of active and passive strategies and offers a range of investment and wealth management services, including fiduciary and non-fiduciary consulting.

Concentrated stock management Equity compensation tax strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive

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