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ATLASMARK FINANCIAL, INC.

AUSTIN, TX · CRD 152635 · IAPD ↗ · atlasmark.com · 512-270-2900

$228.6MRegulatory AUM
1Advisory reps
1Employees
0Clients
n/aPlanning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
August 2025 — ATLASMARK FINANCIAL, INC. reported RAUM down 73% ($822.2M -> $224.3M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
63
February 2025 — ATLASMARK FINANCIAL, INC. reported RAUM up 27% ($647.9M -> $822.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.