ATLAS WEALTH PARTNERS LLC
SEC RegisteredPersonalized Client Experience
About the firm
Atlas Wealth Partners is an investment advisory firm whose recommendations are made with clients' best interest as the guideline, guided by core values of trust, integrity, caring, education, and systemization. The firm uses a consultative approach to create financial plans aimed at meeting client objectives.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
The firm offers financial planning, investment planning, estate planning, retirement planning, as well as specialty services including women in transition, tax planning, divorce planning, education planning, and charitable giving.
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 229 | $61M |
| High Net Worth Individuals | 68 | $153M |
| Charitable Organizations | 17 | $19M |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
Data as of March 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. ATLAS WEALTH PARTNERS LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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