Atlas Sustainable Wealth, LLC

Overview

Atlas Sustainable Wealth, LLC operates as a limited liability company focused on providing financial planning services, portfolio management for individuals and small businesses, and the selection of other advisers. The firm is classified as a capital allocator and emphasizes a fee structure that includes a percentage of assets under management, hourly charges, and fixed fees. While the firm does not actively engage in ESG investing, it has carved out a niche in alternative investments, particularly through private placements and mutual funds.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices