# Atlas Wealth Partners LLC

> Atlas Wealth Partners LLC is an SEC-registered investment advisory firm in Wyomissing, PA, registered since 2015, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 10, 2026.

- CRD: 175219
- Filed as: ATLAS WEALTH PARTNERS LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Wyomissing, PA
- Filing period: October 2026
- Form ADV filing dated: March 10, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/175219
- AdvisorCensus page: https://advisorcensus.com/firm/atlas-wealth-partners-llc-wyomissing-pa-175219

## Quick answers

**How is Atlas Wealth Partners LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Atlas Wealth Partners LLC reports these compensation arrangements: a percentage of assets under its management.

**Where is Atlas Wealth Partners LLC located?**
Atlas Wealth Partners LLC's principal office is in Wyomissing, PA, according to its Form ADV.

**Is Atlas Wealth Partners LLC registered with the SEC or a state?**
Atlas Wealth Partners LLC is an SEC-registered investment advisory firm, registered since 2015. Status as filed: Approved. CRD 175219.

**How much does Atlas Wealth Partners LLC manage?**
Atlas Wealth Partners LLC reports $233,756,342 in regulatory assets under management in its Form ADV filing dated March 10, 2026 (100% discretionary).

**How have Atlas Wealth Partners LLC's assets and staff changed since 2021?**
In the Form ADV data for Atlas Wealth Partners LLC: Regulatory assets under management: $157,132,299 in the October 2021 data and $233,756,342 in the October 2026 data, up 49%. Total employees: 3 in October 2021 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Atlas Wealth Partners LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (229); high net worth individuals (68); pension and profit sharing plans (but not the plan participants or government pension plans) (17).

**Which custodians does Atlas Wealth Partners LLC use?**
Atlas Wealth Partners LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Atlas Wealth Partners LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/175219

**Does Atlas Wealth Partners LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 10, 2026 says: "Clients advised include individuals, trusts, and participant directed pension plans AWP does not have an account minimum for clients."

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated March 10, 2026)

- Account minimum: None

> Clients advised include individuals, trusts, and participant directed pension plans AWP does not have an account minimum for clients.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $233,756,342
- Discretionary: $233,756,342
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 229 | $60,838,534 |
| High net worth individuals | 68 | $152,841,783 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 17 | $19,378,260 |
| Charitable organizations | Fewer than 5 | $697,765 |

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

### Firm details
- Registered since: 2015 (11 years)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, LA, MD, NE, NH, PA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [atlaswealthpartners.com](https://atlaswealthpartners.com)

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $157,132,299 | 3 | April 8, 2021 |
| October 2022 | $168,148,951 | 3 | March 24, 2022 |
| October 2023 | $163,349,110 | 3 | March 2, 2023 |
| October 2024 | $191,247,270 | 3 | August 20, 2024 |
| October 2025 | $222,195,437 | 3 | March 20, 2025 |
| October 2026 | $233,756,342 | 3 | March 10, 2026 |

Regulatory assets under management: $157,132,299 in the October 2021 data and $233,756,342 in the October 2026 data, up 49%.
Total employees: 3 in October 2021 and 3 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Atlas Wealth Partners LLC (CRD 175219): Form ADV filing data as of October 2026.