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ATLAS LIFESTYLE PLANNING GROUP LLC

CRD 305278

Visit website

9191 SHERIDAN BLVD, SUITE 300, WESTMINSTER, CO, 80031, United States

Phone

480-885-8988

Fax

—

Registration

— (—)

Source

State registered

Total AUM

$72.5M

Discretionary AUM

$0

Team

1 total employees; 1 advisory reps; 180 broker-dealer reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges; Fixed fees; REFERRAL FEES

Org form

Limited Liability Company

Filing date

2026-06-03

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers

Client types

TypeClientsAUM
Individuals160$24.0M
High net worth individuals20$48.5M

All web addresses on file

Official SEC filing: View on IAPD