ATLAS WEALTH PARTNERS LLC

2 Meridian Boulevard
First Floor
Wyomissing, Pennsylvania 19610
Tel: 610-268-6807

About ATLAS WEALTH PARTNERS LLC

ATLAS WEALTH PARTNERS LLC, formally registered with the SEC as ATLAS WEALTH PARTNERS LLC. The firm was established in 07/24/2015. They have over 1 offices throughout the country.

ATLAS WEALTH PARTNERS LLC is a Wyomissing, Pennsylvania based Financial Planning firm with nearly $191,247,270 assets under management, offering retirement planning & investment advisory services to 780 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	175219
SEC#	801-102469
Assets Managed by Firm	$191,247,270
No. of Clients	780
No. of Advisors	3

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	780	$191,247,270
Individuals (other than high net worth individuals)	208	$57,167,069
High net worth individuals	62	$119,720,872
Pension and profit sharing plans	Fewer than 5 clients	$10,467,223
Charitable organizations	Fewer than 5 clients	$570,377
Corporations or other businesses	Fewer than 5 clients	$142,491

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