ATOMIC INVEST LLC

CRD 313255 · SEC 801-121121

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107 GREENWICH ST, 21ST FLOOR, NEW YORK, NY, 10006, United States

Phone

212-419-5036

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$319.5M

Discretionary AUM

$319.5M

Team

21 total employees; 21 advisory reps

Clients

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Fees

Percentage of AUM

Org form

Limited Liability Company

Filing date

2026-04-27

Disciplinary history

Services

Portfolio management (individuals)

Client types

Type	Clients	AUM
Individuals	10068	$23.8M
Charitable organizations	2	$205.2M
Corporations/business entities	493	$90.5M

States served

VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, TN, UT, VA, WV, WI, WY, VI, MO, WA, TX, NH, HI, CT, FL, SD

All web addresses on file

https://www.atomicvest.com/atomicinvest

Official SEC filing: View on IAPD