Atomi Financial Advisors

Atomi Financial Advisors (CRD# 171787) is a financial advisory firm headquartered in Irvine, CA. They manage $33,300,000 in 225 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    33
    MILLION
  • Total Number of Accounts
    225
    ACCOUNTS
  • Average Account Value
    $148,000
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
20 Executive Park, Ste 120, Irvine, CA 92614
96
Wealthminder
score

Burton Brown (CRD# 5180421) is an Investment Advisor Representative working at Atomi Financial Advisors in Irvine, CA and has over 11 years of experience in the finance industry. Burton Brown has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Darren G. Whissen
CRD#: 4716755
20 Executive Park, Ste 120, 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 12 years of experience in the finance industry.

3
Ronald P. Budd
CRD#: 6531001
20 Executive Park, Ste 120, Irvine, CA 92614
89
Wealthminder
score

Ronald Budd (CRD# 6531001) is an Investment Advisor Representative working at Atomi Financial Advisors in Irvine, CA and has over 3 years of experience in the finance industry.

4
Jonathan R. Wright
CRD#: 6209885
2 Park Plaza, Ste 1120, Irvine, CA 92614
88
Wealthminder
score

Jonathan Wright (CRD# 6209885) is an Investment Advisor Representative working at Atomi Financial Advisors in Irvine, CA and has over 2 years of experience in the finance industry.

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