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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- UnisonVector vector
- Established Date
- 01-31-2012
- Office Locations
- 1
Office Locations
About Atmos Advisory, LLC
Gateway Financial is a national, independent life insurance advisory firm (est. 1982) serving ultra-high-net-worth individuals, families, and closely-held businesses alongside their attorneys, CPAs, and financial advisors. The team helps clients acquire, review, and manage policies with a high-touch service model, including Policy Documentation Packages, periodic Benchmark Reports, and objective third-party insurance audits. Its forensic, multi-carrier underwriting process is built to optimize offers while minimizing client friction.
Team overview
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Client Personas
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Investment Themes
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Technology
Owner & Executives
Richard Ifft Lerach
Chief Compliance Officer, Director, Managing Partner, PRINCIPAL
- CRD
- #4555209
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Nicole Cosnotti
--
- CRD
- #4147773
Devin Sami Faddoul
--
- CRD
- #7479173
Frontier signal
Radial vector
- CRD
- #99729
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $180,874,745 | $613,135 |
| Non-Discretionary | $0 | -- |
| Total | $180,874,745 | $613,135 |
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Separately Managed Accounts
Total SMA Asset: $180,874,745
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $89,919,089 | 19.5% |
| Cash | $79,313,248 | 17.2% |
| Equity - Exchange | $193,210,761 | 41.9% |
| Municipal Bonds | $98,680,437 | 21.4% |
| Total | $461,123,535 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| FOUNDATION SIGNAL BRIDGE | VALUE VITAL | WYPS8CM30 | FVW | 5.00% | $43,571,405 |
| VERTEX QUANTUM PIONEER | CREST ZENITH | DJKKDQS3K | BDM | 9.61% | $35,620,124 |
| PIONEER WAVE NORTH | ZENITH RIDGE | 6EZSWYE6T | MVSPB | 0.77% | $9,406,127 |
| PEAK CREST VITAL | ALPHA OPTIMA | H4PKKJQ2Y | VPIRG | 12.43% | $31,370,651 |
| TIMBER RADIAL VECTOR | BRIDGE HARBOR | 6YRF1EALE | NPQL | 4.62% | $12,553,562 |
| PATHWAY RADIAL OAK | PIONEER SUMMIT | EHGPORMSU | RIYB | 2.36% | $25,236,862 |
| RADIAL UNISON CREST | PRIME EAGLE | F2598PX6M | RTC | 7.38% | $6,391,142 |
| GLACIER TIMBER | BRIDGE CREST | W7XWBUOMW | FAPF | 0.74% | $60,949,466 |