Atlas Legacy Advisors Llc
- Regulatory AUM
- $715M
- Discretionary
- $629M
- Clients
- 155
- Avg AUM / client
- $4.6M
- Accounts
- 701
- Employees
- 5
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 16, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 21 | $8.5M | 1.19% |
| High net worth individuals | 110 | $649M | 90.7% |
| Pension and profit sharing plans | 10 | $26.7M | 3.73% |
| Charitable organizations | 7 | $14.5M | 2.03% |
| Corporations and other businesses | 7 | $16.7M | 2.33% |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Bryan Gregory Molinar | Member/Chief Compliance Officer | CFP | Jan 2024 (3y) | ≈ 2.5% – 7.5% via Bm Atlas Legacy, Inc. |
| Marc M Rosenbach | Member/Founder/Managing Partner | Jan 2024 (3y) | ≈ 28.13% – 75% via Rosenbach Family Trust Ua Dtd 04/14/2000 | |
| Susan Wong Maxey | Chief Operating Officer | Jan 2024 (3y) | Less than 5% | |
| Molinar, Samantha | Member | May 2024 (2y) | ≈ 2.5% – 7.5% via Bm Atlas Legacy, Inc. | |
| Rosenbach, Michelle | Grantor/Trustee | May 2024 (2y) | ≈ 28.13% – 75% via Rosenbach Family Trust Ua Dtd 04/14/2000 | |
| Matthew Cole Fulton | Registered representative | CFP | Jun 2024 (2y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Mr Atlas Legacy Inc. | Managing Member | May 2024 | A | 75% or more |
| Bm Atlas Legacy, Inc. | Member | May 2024 | A | 5% – 10% |
| Rosenbach Family Trust Ua Dtd 04/14/2000 | Member | May 2024 | B | ≈ 56.25% – 100% via Mr Atlas Legacy Inc. |
Undisclosed: 0% – 20% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Bryan Gregory Molinar: 50% – 75% of Bm Atlas Legacy, Inc. × 5% – 10% direct ≈ 2.5% – 7.5% of the firm
- Marc M Rosenbach: 50% – 75% of Rosenbach Family Trust Ua Dtd 04/14/2000 × 75% – 100% of Mr Atlas Legacy Inc. × 75% – 100% direct ≈ 28.13% – 75% of the firm
- Molinar, Samantha: 50% – 75% of Bm Atlas Legacy, Inc. × 5% – 10% direct ≈ 2.5% – 7.5% of the firm
- Rosenbach, Michelle: 50% – 75% of Rosenbach Family Trust Ua Dtd 04/14/2000 × 75% – 100% of Mr Atlas Legacy Inc. × 75% – 100% direct ≈ 28.13% – 75% of the firm
- Rosenbach Family Trust Ua Dtd 04/14/2000: 75% – 100% of Mr Atlas Legacy Inc. × 75% – 100% direct ≈ 56.25% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/16/2026 | 1 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Wells Fargo $453M (63% of AUM) Mar 2026
- Charles Schwab & Co. $261M (37% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 16, 2026.
View current Form ADV (SEC/IAPD) ↗