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ATLAS WEALTH PARTNERS LLC
CRD 175219 · SEC 801-102469
2 MERIDIAN BOULEVARD, FIRST FLOOR, WYOMISSING, PA, 19610, United States
Phone
610-268-6807
Fax
6105681301
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$233.8M
Discretionary AUM
$233.8M
Team
3 total employees; 2 advisory reps
Clients
More than 500
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-10
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 229 | $60.8M |
| High net worth individuals | 68 | $152.8M |
| Pension/profit sharing plans | 17 | $19.4M |
States served
LA, MD, NE, PA, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD