ATLAS FINANCIAL PLANNING, LLC

ATLAS FINANCIAL PLANNING, LLC of ALPHARETTA, GA is an SEC-registered investment adviser (CRD 324861). Regulatory assets under management: $184.1M.

Registration

• CRD: 324861
• SEC file number: 801-129830
• Type: Registered investment adviser
• Location: 11720 AMBER PARK DR #160, ALPHARETTA, GA, 30009
• Phone: 770-336-6805
• Latest filing: 2026-02-11
• Regulatory AUM: $184.1M
• Discretionary AUM: $159.4M
• Non-discretionary AUM: $24.7M
• Clients: 2
• Accounts: 506

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth.

Officers, owners & control persons (4)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 324861 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search