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- Custodian
- Charles Schwab & Company · Trade-PMR · Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 04-06-2022
- Office Locations
- 2
Office Locations
About Atala Financial INC
Atala Financial is an independent, full-service wealth management firm providing fiduciary, tax-efficient portfolio management and multi-generation financial planning, including options-based hedging, portfolio tax planning, foundation management, and estate-planning trust design (e.g., GRAT/CRUT). The team also delivers private investor education and teaches finance at UCLA Anderson, advising UCLA’s Student Investment Fund.
Reported data analysis
What the numbers show
Between October 6, 2025 and March 6, 2026, reported AUM increased 16.4%, from $318.6M to $370.7M.
Across 5 reported observations, AUM increased 130.2% between August 2, 2022 and March 6, 2026, from $161.1M to $370.7M.
Of the latest reported AUM, 91.8% is discretionary and 8.2% is non-discretionary.
The firm reports 2 advisory representatives and 68 clients, or 34 clients per representative. That equates to $5.5M in reported AUM per client.
The profile lists 2 reported office locations and 4 years in operation. The source data was last updated on March 6, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Accredited Investors
- Asset Classes
- Client Personas
- Custodian
- Industry Interests
- Investment Themes
- Investment Vehicles
- Services
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The full Atala Financial INC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
SHAWN SHYAMA PATT
Chief Compliance Officer, Chief Executive Officer
- CRD
- #4484268
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
MICHAEL ABDUL SALAM
Portfolio Manager, Senior Vice President
- CRD
- #6322512
Showing 1 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $340,171,623 | $1,491,981 |
| Non-Discretionary | $30,574,094 | $1,528,705 |
| Total | $370,745,717 | $1,494,942 |
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Separately Managed Accounts
SMA allocation detail is available
Atala Financial INC has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
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Atala Financial INC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.