RIA Intel›Advisers›California›ATTIVO LEGACY ADVISORS, LLC

ATTIVO LEGACY ADVISORS, LLC

Advisory

CORONA, CA

Data as of Apr 1, 2026 · Source: SEC Form ADV

Rank in CA
#4,653
of 5,480 advisers by AUM
AUM change, 1 year
0.0%
34th percentile in CA
AUM CAGR, 3 year
-8.1%
compound annual growth
Average account
$100K
across 100 accounts
AUM per adviser
$10M
1 advisers
Filing history
8
filings since 2001

Source: SEC Form ADV. Figures as filed Apr 1, 2026.

Total AUM
$10M
1-Year AUM Growth
0.0%
3-Year CAGR
-8.1%
Employees
4
Assets Under Management
Total AUM$10M
Discretionary AUM$0
Non-Discretionary AUM$10M
Discretionary %0%
Total Clients113
Team
Total Employees4
Investment Advisers1
Employee Growth (1Y)—
Filing History
Total Filings on Record8
First FilingMar 26, 2001
Latest FilingApr 1, 2026
Full AUM trend chart and 8 historical filings spanning 25+ years
Included with Pro →
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InCA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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