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 owned by an individual. The firm serves both high‑net‑worth individuals and families as well as institutional clients, combining financial planning and discretionary portfolio management with supplemental services such as pension consulting and educational seminars. Atlas also operates as an insurance broker and charges clients via a mix of percentage‑of‑AUM fees, hourly billing and fixed fees. The adviser does not identify as an active ESG investor and is not listed as a multi‑state adviser in the source data.