Investment adviser · CRD 160087
ATMOS ADVISORY, LLC
Investment adviser filing (IA)
PITTSBURGH, PA, United States · Form ADV filed Jan 23, 2026
- Regulatory AUM
- $181M Form ADV · Item 5.F
- Client accounts
- 295 Accounts, not individual clients
- Employees
- 4 Reported in this filing
- Advisory professionals
- 4 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 42 | $152,379,521 | 84.2% |
| Individuals | 43 | $20,459,748 | 11.3% |
| Charities | Fewer than 5 | $4,210,533 | 2.3% |
| Retirement plans | Fewer than 5 | $3,824,943 | 2.1% |
Filing source
Form ADV 2035754 · Jan 23, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jan 23, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Selection of other advisers
Compensation
Percentage of assets
Principal office
1001 LIBERTY AVENUE, SUITE 500PITTSBURGH, PA, 15222, United States
CRD 160087
Filing source
Form ADV 2035754 · Jan 23, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.