ATLAS WEALTH PARTNERS LLC
Total AUM
$233.8M
Employees
3Clients
315Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
2 MERIDIAN BOULEVARD
FIRST FLOOR
WYOMISSING
PA 19610
United States
FIRST FLOOR
WYOMISSING
PA 19610
United States
Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Monday - Friday
Phone
610-268-6807
Other Offices
2
Financials
Total AUM
$233.8M
Accounts
825Discretionary
$233.8M
Accounts
825Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
229AUM
$60.8M
HNW Individual Clients
68AUM
$152.8M
Pension/Profit Sharing Plan Clients
17AUM
$19.4M
Charitable Organization Clients
1AUM
$697.8K
Services
Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
FLLANEPATX
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.