ATLASMARK FINANCIAL, INC.
SEC RegisteredBridging Present and Future
About the firm
AtlasMark Financial is a boutique wealth management firm serving private, high net worth families across Texas and the United States.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Financial Planning (Risk Management, Retirement Planning, Cash Flow Management), Investment Management (Investment Selection, Asset Allocation, Tax Efficiency, Portfolio Monitoring), Wealth Stewardship (College Planning, Estate Planning, Philanthropy, Family Governance), and Wealth Administration (Consolidated Client Portal, Business Succession, Miscellaneous Support).
Who they serve
Private, high net worth families, including corporate executives, business owners, inheritance beneficiaries, retirees, and physicians.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 84 | $26M |
| High Net Worth Individuals | 35 | $176M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 8 | $11M |
| State/Municipal Entities | 4 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
1 advisor in the directory
Regulatory & compliance
Data as of January 12, 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. ATLASMARK FINANCIAL, INC. 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.
Find the right advisor for you
Take the free 3-minute assessment to get matched with advisors who fit your goals.
Get Matched