Atomi Financial Advisors

Atomi Financial Advisors (CRD# 171787) is a financial advisory firm headquartered in Irvine, CA. They manage $11,668,000 in 225 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    12
    MILLION
  • Total Number of Accounts
    225
    ACCOUNTS
  • Average Account Value
    $51,858
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at Atomi Financial Advisors
Showing 1 - 4 of 4 top financial advisors.
1
Burton B. Brown
CRD#: 5180421
2 Park Plaza, Ste 1120, Irvine, CA 92614
93
Wealthminder
score

Burton Brown (CRD# 5180421) is an Investment Advisor Representative working at Atomi Financial Advisors in Irvine, CA and has over 10 years of experience in the finance industry.

2
Darren G. Whissen
CRD#: 4716755
2 Park Plaza, Ste 1120, Irvine, CA 92614
93
Wealthminder
score

Darren Whissen (CRD# 4716755) is an Investment Advisor Representative working at Atomi Financial Advisors in Irvine, CA and has over 11 years of experience in the finance industry.

3
Jonathan R. Wright
CRD#: 6209885
2 Park Plaza, Ste 1120, Irvine, CA 92614
90
Wealthminder
score

Jonathan Wright (CRD# 6209885) is an Investment Advisor Representative working at Atomi Financial Advisors in Irvine, CA and has 1 year of experience in the finance industry.

4
Glen T. Kauffman
CRD#: 5626935
2 Park Plaza, Ste 1120, Irvine, CA 92614
81
Wealthminder
score

Glen Kauffman (CRD# 5626935) is an Investment Advisor Representative working at Atomi Financial Advisors in Irvine, CA and has over 7 years of experience in the finance industry.

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