ATLAS WEALTH MANAGEMENT, LLC

ATLAS WEALTH MANAGEMENT, LLC is an SEC-registered investment adviser (CRD 160433). Regulatory assets under management: $74.1M.

Registration

• CRD: 160433
• Type: Registered investment adviser
• Phone: 888-403-9400
• Latest filing: 2026-06-30
• Regulatory AUM: $74.1M
• Discretionary AUM: $74.1M
• Clients: 3
• Accounts: 111

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 160433 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search