ATLAS WEALTH PARTNERS LLC
Adviser information for ATLAS WEALTH PARTNERS LLC last updated from Form ADV on March 26th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Pennsylvania, United States |
Employees
| Total Number of Employees | 3 |
|---|---|
| Investment Advisory/Research | 2 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 2 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 778 | $191.1M |
| Non-Discretionary | 2 | $178,834 |
| Total | 780 | $191.2M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 208 | $57.2M |
| HNW Individuals | 62 | $119.7M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 1 | $3.1M |
| Pension and profit sharing plans | <5 | $10.5M |
| Charitable organizations | <5 | $570,377 |
| State or municipal gov entities | <5 | $36,343 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | <5 | $142,491 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Portfolio management for individuals and/or small businesses |
|---|---|
| Compensation | % of AUM |
Identifiers
| SEC RIA File Number | 801-102469 |
|---|---|
| SEC ERA File Number | 801-102469 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 175219 |
| Legal Entity Identifier | None |
Principal Office
2 MERIDIAN BOULEVARDFIRST FLOOR
WYOMISSING
PA
United States
Monday - Friday, BY APPOINTMENT ONLY
Tel: 610-268-6807, Fax: 6105681301
Websites
Chief Compliance Officer
MICHAEL JANVRIN
CCO, MANAGING MEMBER
2 MERIDIAN BOULEVARD
FIRST FLOOR
WYOMISSING
PA
United States
Tel:
610-268-6807
M*******@**********************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| JANVRIN, MICHAEL, JOSEPH | Individual | – | MANAGING MEMBER, CCO | 09/2015 | 25-50% |
| MCCULLOUGH, SEAN, PATRICK | Individual | – | MANAGING MEMBER | 09/2015 | > 75% |