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ATMOS ADVISORY, LLC
CRD 160087 · SEC 801-120863
1001 LIBERTY AVENUE, SUITE 500, PITTSBURGH, PA, 15222, United States
Phone
(412) 497-1766
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$180.9M
Discretionary AUM
$180.9M
Team
4 total employees; 4 advisory reps; 2 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-01-23
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 43 | $20.5M |
| High net worth individuals | 42 | $152.4M |
| Pension/profit sharing plans | 3 | $3.8M |
| Charitable organizations | 2 | $4.2M |
States served
CO, PA, WV
All web addresses on file
Official SEC filing: View on IAPD