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ATLAS WEALTH PARTNERS LLC
Investment Advice|WYOMISSING, PA
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$222.2M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 222.2M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 175219 |
| SEC Number | 801-102469 |
| Street Address | 2 MERIDIAN BOULEVARD |
| Street Address 2 | FIRST FLOOR |
| Location | WYOMISSING, PA 19610 |
| Country | United States |
| Phone | 610-268-6807 |
| Fax | 6105681301 |
| Total Employees | 3 |
Client Count by Type (338 Total)
| Category | Value |
|---|---|
| Individuals (other than H… | 253 |
| High Net Worth Individual… | 64 |
| Pension/Profit Sharing Pl… | 19 |
| Charitable Organizations | 1 |
| State/Municipal Govt Enti… | 1 |
County data not available for this organization.