RIA Intel›Advisers›Florida›ATRIUM FINANCIAL ADVISORS LLC

ATRIUM FINANCIAL ADVISORS LLC

Advisory

FL

Data as of Jun 13, 2025 · Source: SEC Form ADV

Rank in FL

#2,381

of 2,610 advisers by AUM

Average account

$61K

across 60 accounts

AUM per adviser

$4M

1 advisers

Source: SEC Form ADV. Figures as filed Jun 13, 2025.

Total AUM

$4M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$4M

Discretionary AUM$0

Non-Discretionary AUM$4M

Discretionary %0%

Total Clients60

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InFL

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

60 clients

11 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in FL

Closest by assets under management. All figures from Form ADV.

BEESURE WEALTH MANAGEMENT, INC.

$4M

MONTERRA ADVISORS, LLC

$4M

AGGREGATE FINANCIAL SERVICES, INC.

$4M

LBA RETIREMENT PLAN SERVICES LLC

JACKSONVILLE, FL

$4M

ASHCRAFT WEALTH ADVISORS LLC

$4M

WATERSIDE INVESTMENT ADVISERS LLC

$4M

Get the full picture on ATRIUM FINANCIAL ADVISORS LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track ATRIUM FINANCIAL ADVISORS LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans