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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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|---|---|---|---|
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