# Atlas Wealth Management

> Atlas Wealth Management is a state-registered investment advisory firm, registered since 2024, reporting under $25 million in regulatory assets under management in its Form ADV filing dated February 12, 2026.

- CRD: 331239
- Filed as: ATLAS WEALTH MANAGEMENT
- Legal name: Atlas Wealth Management LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Ohio
- Filing period: October 2026
- Form ADV filing dated: February 12, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/331239
- AdvisorCensus page: https://advisorcensus.com/firm/atlas-wealth-management-331239

## Quick answers

**How is Atlas Wealth Management compensated?**
On its Form ADV (Item 5.E, October 2026), Atlas Wealth Management reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Atlas Wealth Management registered with the SEC or a state?**
Atlas Wealth Management is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 331239.

**How much does Atlas Wealth Management manage?**
Atlas Wealth Management reports $3,328,192 in regulatory assets under management in its Form ADV filing dated February 12, 2026 (100% discretionary).

**What types of clients does Atlas Wealth Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (7).

**Does Atlas Wealth Management report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/331239

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $3,328,192
- Discretionary: $3,328,192
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 7 | $3,328,192 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2024 (2 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: OH
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- atlasinvests.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Atlas Wealth Management (CRD 331239): Form ADV filing data as of October 2026.