ATOMIC INVEST LLC
SEC RegisteredDigital wealth as a service
About the firm
Atomic provides digital wealth solutions for fintechs and financial institutions, offering robo advisory, hybrid advisory, and financial planning capabilities. The firm delivers modern wealth solutions including direct indexing, intelligent bond laddering, private market investments, and tax-advantaged accounts.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Robo advisory with automated portfolios, hybrid advisory for financial advisors, financial planning for life goals, direct indexing with ESG personalization and tax-loss harvesting, automated bond laddering and fractionalization, private market investments, and tax-advantaged accounts including retirement accounts, 529 plans, and trust accounts.
Who they serve
Fintechs and financial institutions
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 10,068 | $24M |
| State/Municipal Entities | 2 | — |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
1 advisor in the directory
Regulatory & compliance
Data as of April 27, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. ATOMIC INVEST LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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