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Building 2ATLAS WEALTH PARTNERS LLC

Map pinWYOMISSING, PA
Phone610-268-6807
NotebookSEC #801-102469
Total AUM
$233.8M
Employees
3
Clients
315

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2 MERIDIAN BOULEVARD
FIRST FLOOR
WYOMISSING
PA 19610
United States
Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Phone
610-268-6807
Other Offices
2

ReceiptFinancials

Total AUM
$233.8M
Accounts
825
Discretionary
$233.8M
Accounts
825
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
229
AUM
$60.8M
HNW Individual Clients
68
AUM
$152.8M
Pension/Profit Sharing Plan Clients
17
AUM
$19.4M
Charitable Organization Clients
1
AUM
$697.8K

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLLANEPATX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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