Atmos Advisory, LLC
Firm details
- Headquarters
- Pittsburgh, Pennsylvania
- CRD number
- 160087
- Registered since
- April 19, 2021
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI84.25%
- Individuals11.31%
- Charitable Organizations2.33%
- Pension & Profit Sharing Plans2.11%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Atmos Advisory, LLC is an independent registered investment adviser organized as an LLC and registered with the SEC in 2021. The firm is owned by an individual and positions itself as a fee-based wealth manager and capital allocator serving both individual/family and institutional clients. Its advisory services listed on the ADV include financial planning, portfolio management for individuals, small businesses and institutions, and selection of third‑party advisers. Fees are charged as a percentage of assets under management. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds95%
- State & Local Bonds3%
- Cash & Cash Equivalents2%
Contacts
3 of 4
Nicole Cosnotti
Client Service ManagerCRD 4147773
Kevin Siebert
AssociateCRD 4946233
Richard Lerach
Principal and Managing PartnerCRD 4555209
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 20Active vs passive
$188M in ETFs
100%
$188M
<1%
$188K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD MORNINGSTAR LARGE-CAP INDEX FUND (VV) | Vanguard | Passive | Large Blend | $22.9M | 65,130 | 12.20% |
Location
Pittsburgh, PA
Allegheny
Location
Pittsburgh, PA
Headquartered in Pittsburgh, PA, anchoring the Pittsburgh-New Castle-Weirton, PA-OH-WV metro in the Northeast.
- Metro area
- Pittsburgh-New Castle-Weirton, PA-OH-WV
- Region
- Northeast
- County
- Allegheny
- Address
- 1001 Liberty Ave
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
Marathon Strategic Advisors, LLC
RIAPittsburgh, PA
Agility Equity Partners
RIAPittsburgh, PA
Oak Tree Investment Advisors
RIAPittsburgh, PA
Kapusta Financial Group
RIAPittsburgh, PA
ELM Capital Management LLC
RIAPittsburgh, PA
DWD Portfolio Solutions, Inc.
RIAPittsburgh, PA