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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Atlas Financial Planning LLC
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| CRD # | 324861 |
| SEC # | 801-129830 |
| CIK # | |
| AUM | $138.2 M (2025-03-18) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 770-336-6805 |
| Address | 11720 Amber Park Dr 160 Alpharetta, GA 30009 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 16 | 9.6 |
| (b) Individuals (high net worth individuals) | 88 | 127.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 1.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 482 | 138.2 |
| By Discretionary | ||
| Discretionary | 406 | 115.0 |
| Non-Discretionary | 76 | 23.2 |
| Total | 482 | 138.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 138.2 | |
| Total | 482 | 138.2 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Davenport Watts & Drake Investment Advisors LLC
✚
|
MS | 0.1 |
|
Runnymede Capital Advisors Inc
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0.1 | |
|
Integral Financial Planning LLC
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0.1 | |
|
Eagle Wealth Advisors
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0.1 | |
|
RJ Cloud Advisors & Company
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|
OK | 0.1 |
|
Allison Investment Management LLC
✚
|
SC | 0.1 |
|
Conway Financial Group LLC
✚
|
MO | 0.1 |
|
Somnio Financial Group LLC
✚
|
CT | 0.1 |
|
Argent Wealth Management Inc
✚
|
TX | 0.1 |
|
Richwood Investment Advisors LLC
✚
|
OH | 0.1 |