CRD: 305278
Atlas Lifestyle Planning Group LLC
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- Custodian
- Assetmark · Fidelity/NFS
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 07-01-2019
- Office Locations
- 2
Office Locations
About Atlas Lifestyle Planning Group LLC
ATLAS Lifestyle Planning Group (ATLAS LPG) is a registered investment adviser providing holistic financial planning, money management, and retirement plan solutions for individuals, families, and business owners. The firm integrates investment and insurance considerations and often coordinates with clients’ CPAs and estate attorneys. Led by CFP/ChFC/CEPA Michael Abbate, with 25+ years in institutional capital markets and commodities. Custody support includes Fidelity/NFS and AssetMark.
Reported data analysis
What the numbers show
Of the latest reported AUM, 0.0% is discretionary and 100.0% is non-discretionary.
The firm reports 1 advisory representatives and 360 clients, or 360 clients per representative. That equates to $201.4K in reported AUM per client.
The profile lists 2 reported office locations and 7 years in operation. The source data was last updated on August 17, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Client Personas
- CRM
- Custodian
- Investment Themes
- Services
- Technology
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Owner & Executives
MICHAEL JON ABBATE
Chief Compliance Officer, Managing Member
- CRD
- #4091287
- Ownership
- 50% but less than 75%
Catherine Cucharale
Chief Compliance Officer
- CRD
- #3054881
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
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Sean Holland
--
- CRD
- #7845008
Showing 1 of 4 contacts
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $72,500,000 | -- |
| Total | $72,500,000 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Atlas Lifestyle Planning Group LLC has reported separately managed account data across 1 asset class. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.