ATLAS LIFESTYLE PLANNING GROUP LLC

ATLAS LIFESTYLE PLANNING GROUP LLC of WESTMINSTER, CO is an SEC-registered investment adviser (CRD 305278). Regulatory assets under management: $72.5M.

Registration

• CRD: 305278
• Type: Registered investment adviser
• Location: 9191 SHERIDAN BLVD, WESTMINSTER, CO, 80031
• Phone: 480-885-8988
• Latest filing: 2026-06-03
• Regulatory AUM: $72.5M
• Non-discretionary AUM: $72.5M
• Clients: 1
• Accounts: 180

Business model

Compensation: % of AUM, Hourly, Fixed, Other.

Clients served: Individuals, High net worth, Pensions, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 305278 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search