AdvisorRanked
100
Clean

ATOMIC VAULTS ADVISORS LLC

575 MARKET ST SUITE 512, SAN FRANCISCO, CA 94105
Fiduciaryfee-onlySEC Registered
203-535-2052 www.atomicvaults.com/ CRD #330278
$0
Assets Managed
2
Clients
2
Employees
2
Years Active
since 2024

Compensation Model

% of Assets (AUM)
Hourly Fees
Fixed / Flat Fees
Commissions
Performance Fees

Compensation type disclosed on SEC Form ADV Item 5C. Filed 45707. Specific fee percentages are available in this firm's Form ADV Part 2A brochure at adviserinfo.sec.gov.

Conflict of Interest Analysis

Broker-Dealer Affiliated: No

No broker-dealer affiliation. Lower risk of commission-driven advice.

Insurance Licensed: No

Not insurance licensed. Cannot sell you annuity or insurance products directly.

Custody of Client Assets: No

Assets held at an independent custodian (e.g., Schwab, Fidelity, TD Ameritrade). This is the standard, lower-risk arrangement.

Proprietary Products: No

Uses only third-party investment products. No proprietary product conflicts.

Regulatory & Disciplinary History

Clean Record

No disciplinary events, regulatory actions, or customer complaints on file with the SEC or FINRA. This firm has maintained a spotless regulatory record for 2 years.

Firm Details

Legal NameATOMIC VAULTS ADVISORS LLC
CRD Number#330278
SEC RegisteredYes
Registration Date2024-10-16
States RegisteredCA
Assets Under Management$0
Number of Clients2
Employees2
Compensation Typefee-only
Last ADV Filing45707

Other Advisors in SAN FRANCISCO

View all advisors in SAN FRANCISCO

Frequently Asked Questions

Is ATOMIC VAULTS ADVISORS LLC a fiduciary?

Yes. ATOMIC VAULTS ADVISORS LLC is a registered investment adviser (RIA) with the SEC, which means they are legally required to act as a fiduciary — putting your interests ahead of their own.

How does ATOMIC VAULTS ADVISORS LLC charge clients?

ATOMIC VAULTS ADVISORS LLC uses a fee-only compensation model. Full fee details are in their Form ADV Part 2A brochure at adviserinfo.sec.gov.

Does ATOMIC VAULTS ADVISORS LLC have any complaints?

No. ATOMIC VAULTS ADVISORS LLC has zero complaints or disciplinary actions on file with the SEC or FINRA across 2 years of operation.

How does ATOMIC VAULTS ADVISORS LLC compare to other advisors in SAN FRANCISCO?

ATOMIC VAULTS ADVISORS LLC has a Red Flag Score of 100/100. There are 296 registered advisory firms in SAN FRANCISCO. Use our city page to compare firms side by side.

Where does this data come from?

All information is sourced from SEC Form ADV public filings (mandatory regulatory disclosures) and FINRA BrokerCheck records. Last updated: 2026-06-24. We do not accept payment from financial advisors.

Data source: SEC Form ADV (Parts 1 and 2A) filed with the Investment Adviser Registration Depository (IARD). Filing date: 45707. Last data refresh: 2026-06-24. AdvisorRanked does not verify the accuracy of SEC filings. This is not financial advice.