Atlas Wealth Partners LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Wyomissing, PA. Its latest Form ADV filing, dated March 10, 2026, reports $234M in regulatory assets under management, 3 employees, 2 offices, and 825 accounts.
Assets Under Management
$234M
Employees
3
Offices
2 offices
Total Clients
314
Primary office
WYOMISSING, PA
2 MERIDIAN BOULEVARD, FIRST FLOOR, WYOMISSING, PA, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 72.9% of total clients.
Top client categories% of clientsClients
1
Individuals
72.9%
229
2
HNWI
21.7%
68
3
Pension Plans
5.4%
17
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$234Mas of March 10, 2026
Discretionary100.0%
$234M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$234M
Total Accounts825
10Y AUM Change+$131M (+127.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee105:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.