Atrato Asset Management LLC

Overview

Atrato Asset Management LLC is an independent, individually owned RIA registered in Washington that provides financial planning and portfolio management for individuals, small businesses, and other institutions. The firm serves a client base made up primarily of individuals and families and operates under a mix of fee arrangements — percentage of AUM, fixed fees, and performance-based fees. Its advisory services focus on planning and discretionary guidance delivered in non-ESG-oriented portfolios; the firm does not identify as an active ESG investor. Atrato is not structured as a capital allocator or multi-state adviser, and is not positioned as a pension consultant or related adviser. The firm's business model and fee mix suggest it works with higher-net-worth clients for whom customized planning and occasional performance-linked engagements are appropriate.

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Location & Offices