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 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
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
2 of 2SEAN MCCULLOUGH
PrincipalCRD 3073986
MICHAEL JANVRIN
PrincipalCRD 5478864
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 22Active vs passive
$43.3M in ETFs
72%
$31.2M
27%
$12.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| FIDELITY WISE ORIGIN BITCOIN FUND (FBTC) | Fidelity | Passive | Digital Assets | $12.5M | 212,416 | 28.94% |
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