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Member/founder/managing Partner · Atlas Legacy Advisors LLC

Marc M Rosenbach

CRD 1693996 · Named on Form ADV at 2 SEC-registered advisers

At a glance

Atlas Legacy Advisors LLC, an SEC-registered wealth manager based in LOS Angeles, CA with $715 million in regulatory assets, lists Marc M Rosenbach on its Form ADV as Member/founder/managing Partner, a control person. The SEC filings also name Marc at 1 other registered adviser.

Firms and roles

AtlasMembers

Marc’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at each firm
2 firmsLocked
Control-person status
2 firmsLocked
When each role began
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Each firm’s assets and growth
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Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Marc’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.