Atlas Wealth Partners LLC
Firm details
- Headquarters
- Wyomissing, Pennsylvania
- CRD number
- 175219
- Registered since
- July 24, 2015
- Website
- www.atlaswealthpartners.com
- 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
FINTRXOverview
Atlas Wealth Partners LLC is an independent, privately owned registered investment adviser that has been SEC-registered since 2015. The firm operates as a limited liability company and charges clients a percentage-of-AUM advisory fee. Its client mix includes individuals and families as well as institutional relationships, with core advisory work centered on portfolio management for individuals and small businesses. Atlas does not position itself as an ESG-focused manager, is not registered as a multi-state adviser, and does not appear to act as a pension consultant or capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds70%
- Exchange Traded Equities23%
- Cash & Cash Equivalents4%
- US Government Bonds2%
- State & Local Bonds1%
Contacts
3 of 3
Sean Mccullough
PrincipalCRD 3073986
Michael Janvrin
PrincipalCRD 5478864
Kyle Hutchinson
Financial AdvisorCRD 8310696
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 23Active vs passive
$40.6M in ETFs
71%
$28.6M
29%
$11.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| FIDELITY WISE ORIGIN BITCOIN FUND (FBTC) | Fidelity | Passive | Digital Assets | $11.1M | 216,461 | 27.24% |
Location
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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