Marc Rosenbach
Atlas Legacy Advisors · Los Angeles, California
Marc Rosenbach is a fee-only financial advisor at Atlas Legacy Advisors in Los Angeles, California. Marc focuses on tax planning, estate & legacy planning and family wealth transfer. Atlas Legacy Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Multi-generational families
Facts
| Firm | Atlas Legacy Advisors |
|---|---|
| Based in | Los Angeles, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $715.0M across 701 accounts |
| SEC registration | Investment adviser representative in CA · CRD 1693996 |
| Exams passed | Series 63 (1987) · Series 66 (2007) |
| Firm size | 5 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.atlaslegacy.com |
| Profile |
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Questions about Marc
Is Marc Rosenbach a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Marc holds no broker registration, and Atlas Legacy Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Marc charge for financial advice?
Marc's firm, Atlas Legacy Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Marc Rosenbach based?
Marc Rosenbach is based in Los Angeles, California.
What does Marc specialize in?
Marc's specialties include tax planning, estate & legacy planning and family wealth transfer. Marc works with multi-generational families.
Is Marc Rosenbach registered with the SEC?
Yes. Marc Rosenbach is registered as an investment adviser representative in CA (CRD 1693996), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Atlas Legacy Advisors manage?
Atlas Legacy Advisors reports $715.0M across 701 accounts in assets under management.
How do I contact Marc Rosenbach?
Through Marc's website, www.atlaslegacy.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Atlas Legacy Advisors website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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