Atlas Wealth Management, LLC

RIASEC Registered

Total AUM

$74.1M

Discretionary

$74.1M

100% of AUM

Avg account

$667K

Accounts

111

Employees

Advisory reps

Firm details

Headquarters: ,
CRD number: 160433
Website: www.atlasbuildswealth.com
Custodians: PERSHING LLC, ALTRUIST FINANCIAL LLC, MG TRUST COMPANY, LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI45.3%
Individuals43.69%
Pension & Profit Sharing Plans11.02%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Atlas Wealth Management, LLC is an independent Registered Investment Adviser organized as an LLC and owner-operated. The firm serves individual and family clients as well as institutional relationships. Its advisory mix combines traditional wealth management and planning with insurance brokerage capabilities. Billing is flexible and includes percentage-of-AUM fees alongside hourly and fixed-fee arrangements. Core advisory offerings reported include financial planning, portfolio management for individuals and small businesses, pension consulting, and educational seminars and workshops. Atlas does not identify as an active ESG investor and is not listed as a multi-state adviser.