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GEARHART & ASSOCIATES
ATLAS WEALTH LLC
CRD 321832 · SEC 801-125856
8044 MONTGOMERY ROAD, SUITE 450, CINCINNATI, OH, 45236, United States
Phone
513-985-3450
Fax
513-985-3460
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$872.6M
Discretionary AUM
$872.6M
Team
7 total employees; 4 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-28
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 2672 | $99.9M |
| High net worth individuals | 212 | $743.7M |
| Pension/profit sharing plans | 6 | $10.7M |
| Corporations/business entities | 13 | $18.3M |
States served
CA, GA, IL, IN, KY, MI, NY, NC, OH, SC, TN, VA, MO, TX, FL
All web addresses on file
Official SEC filing: View on IAPD