ATLAS WEALTH MANAGEMENT

Overview

Atlas Wealth Management is a small, independent registered investment adviser organized as an LLC that provides financial planning and discretionary portfolio management to individuals and families. The firm charges a mix of percentage-of-assets and fixed fees and emphasizes equity-oriented portfolios, with the bulk of client assets placed in exchange-traded equities. Advisory activity is centered on one-on-one planning and portfolio oversight for individual and small business clients rather than institutional or pension work. Atlas does not identify as an active ESG investor, is not a multi-state adviser, and does not operate as a capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices