Overview
Assets Under Management: $724 million
Headquarters: CINCINNATI, OH
High-Net-Worth Clients: 194
Average Client Assets: $2 million
Frequently Asked Questions
ATLAS WEALTH LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #321832), ATLAS WEALTH LLC is subject to fiduciary duty under federal law.
ATLAS WEALTH LLC is headquartered in CINCINNATI, OH.
ATLAS WEALTH LLC serves 194 high-net-worth clients according to their SEC filing dated April 14, 2025. View client details ↓
According to their SEC Form ADV, ATLAS WEALTH LLC offers portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
ATLAS WEALTH LLC manages $724 million in client assets according to their SEC filing dated April 14, 2025.
According to their SEC Form ADV, ATLAS WEALTH LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 194
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 58.73
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,694
Discretionary Accounts: 1,694
Regulatory Filings
CRD Number: 321832
Filing ID: 1979316
Last Filing Date: 2025-04-14 13:35:00
Website: https://dinsmorecomplianceservices.com