# Atala Financial

Atala Financial is a Bank / Wealth / Trust based in Calabasas, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Calabasas, United States
- **Region:** North America
- **Address:** Calabasas, United States
- **Founded:** 2021
- **Assets under management:** Undisclosed
- **Website:** atalafinancial.com
- **LinkedIn:** https://www.linkedin.com/company/atala-financial

## Regulatory record

- **CRD number:** 318371
- **SEC file number:** 801-123628
- **Registration status:** Registered
- **Reports private funds:** Yes
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/318371

## About

Atala Financial was established in 2021. The firm functions as a US-based wealth manager and registered investment advisor. It offers portfolio management, financial planning, and investment management services. The firm provides investment advisory services to individuals, corporations, and other business entities. No additional offices or team size details are available. No dated operational events from the last 24 months appear in public sources.

## Questions

### What services does Atala Financial provide?

The firm offers portfolio management, financial planning, and investment management services to individuals, corporations, and other business entities.

### When was Atala Financial established?

Atala Financial was established in 2021 as a US-based wealth manager and registered investment advisor.

### Where is Atala Financial based?

The firm is headquartered in Calabasas, United States.

### Who are the principals at Atala Financial?

No named principals are disclosed in available sources.

### Does Atala Financial publish AUM figures?

No AUM figures are publicly disclosed.

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Last updated: 2026-06-03T20:00:00.000Z

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