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| Atlas Financial Planning LLC
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|---|---|
| CRD # | 324861 |
| SEC # | 801-129830 |
| CIK # | 0002110886 |
| AUM | $184.1 M (2026-02-11) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 770-336-6805 |
| Address | 11720 Amber Park Dr 160 Alpharetta, GA 30009 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 5.2 | ||
| Southern Co | 1.1 | ||
| Microsoft Corp | 0.7 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 15 | 12.6 |
| (b) Individuals (high net worth individuals) | 101 | 170.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 1.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 506 | 184.1 |
| By Discretionary | ||
| Discretionary | 437 | 159.4 |
| Non-Discretionary | 69 | 24.7 |
| Total | 506 | 184.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 184.1 | |
| Total | 506 | 184.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002110886] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Logic Wealth Management LLC
✚
|
CA | 0.2 |
|
Vanheel Management Limited
✚
|
0.2 | |
|
Avail Investment Partners LLC
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|
PA | 0.2 |
|
Red Mountain Financial LLC
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|
CO | 0.2 |
|
Rivertree Advisors LLC
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|
FL | 0.2 |
|
Cullen Patterson Capital Management LLC
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|
0.2 | |
|
The Worley Banks Group LLC
✚
|
MO | 0.2 |
|
Madrid Financial Services Inc
✚
|
CA | 0.2 |
|
Global Wealth Management LC
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|
FL | 0.2 |
|
Sledge and Company Wealth Advisors LLC
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|
NC | 0.2 |