ATLAS WEALTH PARTNERS LLC

RIASEC RegisteredEst. 2015
Total AUM
$234M
Discretionary
$234M
100% of AUM
Avg account
$283K
Accounts
825
Employees
3
Advisory reps
2

Firm details

Headquarters
WYOMISSING, Pennsylvania
CRD number
175219
Registered since
July 24, 2015
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • HNWI65.39%
  • Individuals26.03%
  • Pension & Profit Sharing Plans8.29%
  • Charitable Organizations0.3%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Atlas Wealth Partners LLC is a privately owned RIA organized as an LLC and registered with the SEC in 2015. The firm operates on a percentage-of-AUM fee model and focuses on portfolio management for individuals and small businesses, serving both individual/family and institutional clients. It is not positioned as an ESG investor, does not identify as a multi-state adviser, and does not describe itself as a pension consultant or capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 70%, Exchange Traded Equities 23%, Cash & Cash Equivalents 4%, US Government Bonds 2%, State & Local Bonds 1%70%
  • Public Funds/Mutual Funds70%
  • Exchange Traded Equities23%
  • Cash & Cash Equivalents4%
  • US Government Bonds2%
  • State & Local Bonds1%

Contacts

2 of 2
  • SEAN MCCULLOUGH

    PrincipalCRD 3073986

  • MICHAEL JANVRIN

    PrincipalCRD 5478864

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 22

Active vs passive

$43.3M in ETFs

Passive

72%

$31.2M

Active

27%

$12.1M

ETFProviderStyleCategoryValueShares% of portfolio
FIDELITY WISE ORIGIN BITCOIN FUND (FBTC)FidelityPassiveDigital Assets$12.5M212,41628.94%

Location

Primary office

WYOMISSING, PA

BERKS

Location

WYOMISSING, PA

Headquartered in WYOMISSING, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.

Metro area
Philadelphia-Reading-Camden, PA-NJ-DE-MD
Region
Northeast
County
BERKS
Address
2 Meridian Blvd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth