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 registered investment adviser organized as an LLC. The firm is SEC-registered (registration year 2015) and is owned by an individual. Its client mix includes individuals, families, and some institutional mandates. Compensation is fee-based on a percentage of assets under management, and the firm's advisory offering centers on portfolio management for individuals and small businesses. Atlas does not identify as an active ESG investor, and its filing indicates it is not structured as a multi-state adviser or a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
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%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 21Active vs passive
$48.2M in ETFs
75%
$36.1M
25%
$12.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| FIDELITY WISE ORIGIN BITCOIN FUND (FBTC) | Fidelity | Passive | Digital Assets | $15.8M | 218,144 | 32.85% |
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
Similar firms
Alliance Financial
RIAWyomissing, PA
Weik Capital Management
RIAWyomissing, PA
Walsky Investment Management Inc
RIAWyomissing, PA
Schuylkill Financial, LLC
RIAWyomissing, PA
Financial Planning Advisors Inc.
RIAWyomissing, PA
Berkshire Advisors, Inc.
RIAWyomissing, PA