Atlas Wealth Partners Review

Trust Score 80%
Trust Score info_outline

Last updated: August 16th, 2019. Data source: SEC filings.

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Atlas Wealth Partners, federally registered in 2015, is a Registered Investment Advisor (RIA) in 6 state(s) with a licensed staff of 2 advisors. Atlas Wealth Partners manages $124.6 million and provides investment advisory services for 304 clients (1:152 advisor/client ratio). This firm does not have a disciplinary history.


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Firm Information

Feature Value
Minimum Investment $100,000
Average Client Balance $409,824
Hybrid Advisor No
Disciplinary History No
Total AUM $124.6 million
Advisor / Client Ratio 1:152
Headquarters Wyomissing, PA
SEC Filings Forms and Brochures    (CRD # 175219)
State(s) Registered FL, MD, MA, NE, PA, TX

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