ATLAS WEALTH MANAGEMENT GROUP, LLC
ATLAS WEALTH MANAGEMENT GROUP, LLC of LAGUNA HILLS, CA is an SEC-registered investment adviser (CRD 173161). Regulatory assets under management: $13.2M.
Registration
- CRD: 173161
- SEC file number: 801-96229
- Type: Registered investment adviser
- Location: 23046 AVENIDA DE LA CARLOTA, #150, LAGUNA HILLS, CA, 92653
- Phone: 888-475-7535
- Latest filing: 2015-12-04
- Regulatory AUM: $13.2M
- Non-discretionary AUM: $13.2M
- Clients: 2
- Accounts: 70
Officers, owners & control persons (1)
| Name | Role | Location |
|---|
| CERNY JEFFREY ALAN | CCO; CEO/CFO/COO/CLO/CCO/ DIRECTOR | — |
Private funds (2)
| Fund | Type | Formed | Owners | Gross asset value | Min investment |
|---|
| PRIMORIS INCOME FUND, LLC | Real Estate Fund | — | 19 | $3.2M | $25K |
| CENSUS MULTI-FAMILY FUND LVN, LLC | Real Estate Fund | — | 7 | $987K | $50K |
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