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ATLAS WEALTH PARTNERS LLC

WYOMISSING, PA · CRD 175219 · IAPD ↗ · atlaswealthpartners.com · 610-268-6807

$233.8MRegulatory AUM
2Advisory reps
3Employees
0Clients
More than 500Planning clients
0Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

50
April 2026 — ATLAS WEALTH PARTNERS LLC added office(s): 0 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
76
April 2026 — ATLAS WEALTH PARTNERS LLC reports More than 500 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
44
April 2024 — ATLAS WEALTH PARTNERS LLC notice-filed in LA, NH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

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