RIA Intel›Advisers›California›LAMARQUE ATLAS, LLC

LAMARQUE ATLAS, LLC

Advisory

PASADENA, CA

Data as of Mar 31, 2026 · Source: SEC Form ADV

Rank in CA

#3,873

of 5,480 advisers by AUM

Average account

$17M

across 2 accounts

AUM per adviser

$17M

2 advisers

Source: SEC Form ADV. Figures as filed Mar 31, 2026.

Total AUM

$33M

Discretionary %

100%

Clients

1

Employees

3

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management

Total AUM$33M

Discretionary AUM$33M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients1

Team

Total Employees3

Investment Advisers2

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCA

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

1 clients

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

See plansIncluded with the Intelligence plan

Advisers of similar size in CA

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

ENVISION DIRECT LLC.

NEWPORT BEACH, CA

$33M

+10.0% 1Y

SWELL INVESTING LLC

SANTA MONICA, CA

$33M

+101.0% 1Y

JOHANNSEN & ASSOCIATES, INC.

SANTA BARBARA, CA

$33M

LEE CAPITAL MANAGEMENT #1 LLC

$33M

BLUEWATER WEALTH MANAGEMENT, LLC

$33M

VANCE CAPITAL MANAGEMENT, LLC

SONORA, CA

$33M

-20.0% 1Y

Get the full picture on LAMARQUE ATLAS, LLC

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

Create a free account →See plans