$715.0M Total AUM
$629.0M Disc. AUM
-- 3Y CAGR
5 Employees
155 ADV. Clients
2 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- Delta oakCatalyst
- Established Date
- 02-29-2024
- Office Locations
- 2
Office Locations
1999 Avenue OF THE Stars Suite 3350 LOS Angeles CA
-- Prosper TX
About Atlas Legacy Advisors LLC
Atlas Legacy Advisors is an independent, fiduciary investment advisory firm serving successful, multi-generational families with a multi-family office approach. They provide personalized planning and integrated wealth management—portfolio design, risk management, and coordinated tax/estate work with clients’ CPAs and attorneys—often implemented with ETF-based allocations. Founded by Marc Rosenbach, CPWA, CEPA.
Team overview
60 AVG AGE
$178.8M AVG AUM / ADVISOR
$4.6M AVG AUM / CLIENT
2 yrs AVG TENURE
5 Employees
4 Advisory Reps
4 RIA Reps
2yrs Firm Age
Insights
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Asset Classes
Ember fusion Timber delta Beacon Harbor Harbor Beacon focus Timber prime Focus focus Foundation
Client Personas
Matrix wave
Custodian
Prime Fusion Delta zenith Zenith Ember alpha
Investment Themes
Capital frontier Wave element Delta vector
Investment Vehicles
Eagle Eagle momentum
Platform
Zenith ridge Ridge optima
Services
Timber Crest Catalyst catalyst Element Signal Prime Bridge vector Matrix Momentum Fusion foundation Vital catalyst
Technology
Beacon Prime timber
Owner & Executives
S
SUSAN WONG MAXEY
CHIEF OPERATING OFFICER
- CRD
- #5019872
- Ownership
- Less than 5%
(266) 401-2479
matrix.eagle@pioneercapital.com
in linkedin.com/in/matrix-vector
BRYAN GREGORY MOLINAR
Chief Compliance Officer, PARTNER
- CRD
- #6551259
- Ownership
- Less than 5%
(337) 511-2459
oak.focus@glaciercapital.com
in linkedin.com/in/value-zenith
S
Summit ember
Quantum momentum
- CRD
- #46793
- Ownership
- 9.4%
(599) 718-9903
pathway.ember@valuecapital.com
in linkedin.com/in/north-matrix
Showing 2 of 3 owners & executives
Unlock allContacts
MATTHEW COLE FULTON
--
- CRD
- #7567004
(270) 204-2497
prime.crest@fusioncapital.com
in linkedin.com/in/frontier-insight
Showing 1 of 4 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $629,030,805 | $1,004,842 |
| Non-Discretionary | $85,977,908 | $1,146,372 |
| Total | $715,008,713 | $1,019,984 |
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Separately Managed Accounts
Total SMA Asset: $715,008,713
Public Funds:
8.3% Equity - Exchange:
21.6% Municipal Bonds:
20.0% Cash:
10.8% Corporate - Investment Grade:
15.1% Corporate - Non-Investment Grade:
7.2% Equity - OTC:
7.3% Other:
9.7% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $71,141,449 | 8.3% |
| Equity - Exchange | $185,139,192 | 21.6% |
| Municipal Bonds | $171,425,178 | 20.0% |
| Cash | $92,569,596 | 10.8% |
| Corporate - Investment Grade | $129,426,010 | 15.1% |
| Corporate - Non-Investment Grade | $61,713,064 | 7.2% |
| Equity - OTC | $62,570,190 | 7.3% |
| Other | $83,141,212 | 9.7% |
| Total | $857,125,891 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| DELTA EAGLE HARBOR | RIDGE BEACON | MWZX9MTKK | NASCP | 9.94% | $6,412,940 |
| CREST VECTOR SIGNAL | DELTA SIGNAL | ZWL9RSAVU | MJCOB | 10.26% | $79,101,954 |
| ELEMENT BRIDGE HORIZON | PEAK HORIZON | Y9IPHFTLE | CJOBD | 3.85% | $24,782,432 |
| MATRIX VALUE | VERTEX HARBOR | AAVGD1S2E | BBD | 10.33% | $27,562,699 |
| VECTOR ATLAS | OPTIMA PRIME | 6NFMV808Q | RDKSB | 8.95% | $53,532,417 |
| CAPITAL CAPITAL | UNISON MATRIX | TDO4XNG5Q | MTBWE | 9.06% | $77,720,464 |
| FOCUS CAPITAL MOMENTUM | MERIDIAN DELTA | B9N92OOFO | IUWSR | 9.09% | $30,904,995 |
| VITAL GLACIER | PRIME VERTEX | O5OXMV6Z8 | FEZD | 11.71% | $69,288,364 |