DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Atmos Advisory, LLC
Latest filing Jan 23, 2026
First filing on the tape Mar 19, 2021 · 8 filings
SEC status approved since Apr 19, 2021
RAUM
$181M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
96%
$173M individuals and HNW
Advisors
4
registered through the firm on IAPD
RAUM per advisor
$45.2M
derived; firm RAUM over IAPD count
Employees
4
4 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
8 filings and snapshots on the tape
RAUM$181M as of Jan 23, 2026
Mar 24, 2022$125M then
HNW client RAUM$152M as of Jan 23, 2026
Mar 24, 2022$101M then
State-registered IARs (5.B.3)4 as of Jan 23, 2026
Mar 24, 20224 then
Employees (5.A)4 as of Jan 23, 2026
Mar 24, 20224 then
Private funds: no history
RAUM +21% over the last fiscal year+16% a year over threeIARs 3 to 4
Practice profile
derived from the filing of Jan 23, 2026; every figure names its basis
Archetypes, each a printed rule
- HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
- Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
- RAUM per advisor
- $45.2MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 21derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $3.6MderivedHNW RAUM over HNW clients
- Average account
- $613,135derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 4.4%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.0derivedItem 5.A over advisors
- Advisors per office
- 4.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +21%derivedbetween the last two annual amendments
- Advisor growth, one year
- +33%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +9.0%derived
- Compensation
- percentage of assetsreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, portfolio management for businesses and institutions, selection of other advisersreportedItem 5.G
- Custody
- $73.3M, 49 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$152M84%
- Individuals$20.5M11%
- Charitable organizations$4.2M2.3%
- Pension and profit-sharing plans$3.8M2.1%
- Individual clients
- 43reported
- HNW clients
- 42reported
- Pension plan clients
- 3reported
- Charitable clients
- 2reported
- Accounts
- 295reported
- Financial planning clients
- 51-100reported
- Wrap fee programs
- noreported
- Custody of client assets
- $73.3M for 49 clientsreported
- Compensation
- % of AUMreported
- Class basis
- private_client_share=0.96 fund_share=0.0 institutional_share=0.04 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
4 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Richard Ifft LerachCertified Financial Planner | Pittsburgh, Pa | Jan 31, 2012 | 24 y | 0 |
| Kevin Paul SiebertCertified Financial Planner | Pittsburgh, Pa | Jan 31, 2012 | 18 y | 2 |
| Nicole Cosnotti | Pittsburgh, Pa | Jul 29, 2015 | 13 y | 0 |
| Devin Sami FaddoulCertified Financial Planner | Pittsburgh, Pa | Nov 11, 2025 | 10 y | 3 |
Advisor movement
0 left, 1 joined in 12 months
net +1 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount1 left over 36 months
Left, latest
- Michael James Curry to Schneider Downs Wealth Management Advisors, LPNov 3, 2023 · RIA to RIA
Joined, latest
- Devin Sami Faddoul from Ewa, LLCNov 11, 2025 · RIA to RIA
- Kevin Paul Siebert from Morgan StanleyJan 31, 2012 · Wirehouse to independent RIA
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Ifft Richard Lerach · Principal & Managing Partner /Chief Compliance Officercontrolsince 01/2012 · owns 75% or more
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Pittsburgh, Pa · principal | 4 | 1 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 264 to 295Mar 24, 2025 to Jan 23, 2026
- Advisory employees · 3 to 4Mar 24, 2025 to Jan 23, 2026
- BD registered reps · 3 to 0Mar 24, 2025 to Jan 23, 2026
- HNW clients · 41 to 42Mar 24, 2025 to Jan 23, 2026
- Individual clients · 37 to 43Mar 24, 2025 to Jan 23, 2026
- Pension plan clients · 4 to 3Mar 24, 2025 to Jan 23, 2026
- Assets in custody · $64.8M to $73.3MMar 24, 2025 to Jan 23, 2026
- Employees · 3 to 4Mar 24, 2025 to Jan 23, 2026
- State-registered IARs · 3 to 4Mar 24, 2025 to Jan 23, 2026
- Discretionary RAUM · $149M to $181MMar 24, 2025 to Jan 23, 2026
- HNW RAUM · $121M to $152MMar 24, 2025 to Jan 23, 2026
- Individual RAUM · $17.8M to $20.5MMar 24, 2025 to Jan 23, 2026
- Pension RAUM · $6.2M to $3.8MMar 24, 2025 to Jan 23, 2026
- RAUM · $149M to $181MMar 24, 2025 to Jan 23, 2026
- Accounts · 239 to 264Jun 20, 2024 to Mar 24, 2025
- Business name · GPWM LLC to ATMOS ADVISORY, LLCJun 20, 2024 to Mar 24, 2025
- HNW clients · 31 to 41Jun 20, 2024 to Mar 24, 2025
- Individual clients · 41 to 37Jun 20, 2024 to Mar 24, 2025
- Assets in custody · $65.1M to $64.8MJun 20, 2024 to Mar 24, 2025
- Financial planning clients · 51-100 to 51-100Jun 20, 2024 to Mar 24, 2025
- Legal name · GPWM LLC to ATMOS ADVISORY, LLCJun 20, 2024 to Mar 24, 2025
- Discretionary RAUM · $130M to $149MJun 20, 2024 to Mar 24, 2025
- HNW RAUM · $104M to $121MJun 20, 2024 to Mar 24, 2025
- Individual RAUM · $16.9M to $17.8MJun 20, 2024 to Mar 24, 2025
- Pension RAUM · $5.7M to $6.2MJun 20, 2024 to Mar 24, 2025
- RAUM · $130M to $149MJun 20, 2024 to Mar 24, 2025
- Accounts · 222 to 239Mar 16, 2023 to Mar 14, 2024
- Advisory employees · 4 to 3Mar 16, 2023 to Mar 14, 2024
- HNW clients · 29 to 31Mar 16, 2023 to Mar 14, 2024
- Individual clients · 40 to 41Mar 16, 2023 to Mar 14, 2024
- Assets in custody · $3.8M to $65.1MMar 16, 2023 to Mar 14, 2024
- Employees · 4 to 3Mar 16, 2023 to Mar 14, 2024
- State-registered IARs · 4 to 3Mar 16, 2023 to Mar 14, 2024
- Discretionary RAUM · $116M to $130MMar 16, 2023 to Mar 14, 2024
- HNW RAUM · $91.7M to $104MMar 16, 2023 to Mar 14, 2024
- Individual RAUM · $16.2M to $16.9MMar 16, 2023 to Mar 14, 2024
- Pension RAUM · $5.0M to $5.7MMar 16, 2023 to Mar 14, 2024
- RAUM · $116M to $130MMar 16, 2023 to Mar 14, 2024
- Accounts · 229 to 222Mar 24, 2022 to Mar 16, 2023
- BD registered reps · 4 to 3Mar 24, 2022 to Mar 16, 2023
Signals
2 dated events
- Michael James Curry left Atmos Advisory, Llc for Schneider Downs Wealth Management Advisors, Lp (registered 2023-11-20)Nov 3, 2023 · Advisor changed firm · fact
- Gateway Private Wealth Management filed its initial SEC registration (Form ADV)Mar 19, 2021 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/atmos-advisory-llcreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- (412) 497-1766reportedpublic record, Form ADV, Jan 23, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $45.2Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026