Richard Lerach
Atmos Advisory · Pittsburgh, Pennsylvania
Richard Lerach is a fee-only financial advisor at Atmos Advisory in Pittsburgh, Pennsylvania, who holds the CFP credential. Atmos Advisory reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Atmos Advisory |
|---|---|
| Based in | Pittsburgh, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $180.9M across 295 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in PA, WV · CRD 4555209 |
| Exams passed | Series 63 (2002) · Series 65 (2002) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Profile |
How Richard's firm compares
- Atmos Advisory's average account is about $613,000, from its Form ADV (assets managed divided by 295 accounts).
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Questions about Richard
Is Richard Lerach a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Richard holds no broker registration, and Atmos Advisory reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Richard charge for financial advice?
Richard's firm, Atmos Advisory, reports charging a percentage of assets on its SEC Form ADV.
Where is Richard Lerach based?
Richard Lerach is based in Pittsburgh, Pennsylvania.
What credentials does Richard Lerach hold?
Richard Lerach holds the CFP credential.
Is Richard Lerach registered with the SEC?
Yes. Richard Lerach is registered as an investment adviser representative in PA and WV (CRD 4555209), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Atmos Advisory manage?
Atmos Advisory reports $180.9M across 295 accounts in assets under management.
How do I contact Richard Lerach?
Contact details aren't on file yet. Search for Atmos Advisory.
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
- 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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