{"url":"https://newsforagent.com/news/2026-11-13/atlas-legacy-eddy-investment-group","markdown_url":"https://newsforagent.com/news/2026-11-13/atlas-legacy-eddy-investment-group.md","title":"Atlas Legacy Advisors Adds Eddy Investment Group","headline":"Atlas Legacy Advisors Adds Eddy Investment Group Team, Lifting Assets Above $1 Billion","description":"Atlas Legacy Advisors adds Eddy Investment Group, led by Wendy Eddy, pushing assets under management past $1 billion and opening a Redondo Beach office.","section":"Mergers & Acquisitions","published_at":"2026-11-13T14:48:12+00:00","modified_at":"2026-11-13T14:48:12+00:00","author":"News Desk","key_takeaways":["Atlas Legacy Advisors' assets under management now exceed $1 billion after Eddy Investment Group joined the firm.","Wendy Eddy, founder and managing director of Eddy Investment Group, joins as Managing Director, and Alexandria Page joins as Relationship Manager.","The Eddy team continues to serve clients from its Redondo Beach office, giving Atlas three offices across California."],"companies":[{"name":"Atlas Legacy Advisors","is_primary":true,"profile_url":"https://akta.pro/company-profiles/02m1jax/atlas-legacy-advisors","website":"https://atlaslegacy.com"}],"source":{"publisher":"Business Wire","title":"Atlas Legacy Advisors Expands Family Office Capabilities With Addition of Eddy Investment Group, Tops $1B in AUM","url":"https://www.businesswire.com/news/home/20261113915779/en/"},"other_sources":[],"tags":["Mergers & Acquisitions","Atlas Legacy Advisors"],"body_markdown":"[Atlas Legacy Advisors](https://akta.pro/company-profiles/02m1jax/atlas-legacy-advisors) announced on November 13, 2026 that Eddy Investment Group, a multi-family office team serving high-net-worth families, has joined the firm, bringing Atlas' assets under management to more than $1 billion. [Business Wire](https://www.businesswire.com/news/home/20261113915779/en/) published the announcement. Atlas Legacy Advisors is an independent multi-family office providing wealth management and multigenerational planning to high-net-worth families, business owners, executives, entrepreneurs, athletes and entertainers. Eddy Investment Group helps families protect and grow their wealth through financial planning and investment management.\n\n## Atlas Legacy Advisors' Addition of Eddy Investment Group\n\nWendy Eddy, CPWA®, CRPC™, founder and managing director of Eddy Investment Group, joins Atlas as Managing Director and brings more than 30 years of experience. Alexandria Page FPQP® joins as Relationship Manager. The team will continue to serve clients from its Redondo Beach office, expanding Atlas' presence in Southern California; Atlas now has three offices across California.\n\nMarc Rosenbach, CPWA®, CEPA®, Founder and Managing Partner at Atlas Legacy Advisors, said: \"Wendy and Alexandria bring deep experience working with families to help manage, protect and grow generational wealth.\" Bryan Molinar, MBA, CFP®, CIMA®, CEPA®, Partner and Wealth Advisor at Atlas, said the Eddy Investment Group \"has built a strong reputation serving families across generations.\" Wendy Eddy said Atlas \"provides the level of service and breadth of capabilities that families with significant wealth need.\"\n\n## Atlas Legacy Advisors' Scale Before the Addition\n\nAtlas Legacy Advisors was founded in 1994 and is headquartered in Los Angeles, according to akta.pro [company records](https://akta.pro/company-data). The same records list a headcount range of 1-10 and a team of 6 professionals, including the Founder/Managing Partner, a Partner/Wealth Advisor, Director of Operations, Associate Wealth Advisor, Senior Client Service Specialist and Wealth Planning Associate. The firm's journey began over 30 years ago under founder Marc Rosenbach, the records state. Atlas established a strategic partnership with First Clearing, part of Wells Fargo Clearing Services, LLC, to access institutional-level brokerage operations, custody and trading infrastructure as a small independent RIA, and promoted Bryan Molinar to Partner, Wealth Advisor, formalizing a multi-partner ownership structure alongside Rosenbach.\n","publisher":{"name":"News for Agent","url":"https://newsforagent.com"}}