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| Atlas Wealth LLC
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|---|---|
| CRD # | 321832 |
| SEC # | 801-125856 |
| CIK # | 0001964106, 0001800369 |
| AUM | $872.6 M (2026-04-28) |
| Employees | 7 (57% Investors, 0% Brokers) |
| Phone | 513-985-3450 |
| Address | 8044 Montgomery Road Cincinnati, OH 45236 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 19.8 | ||
| Alphabet Inc | 12.5 | ||
| Procter & Gamble Co | 11.8 | ||
| Microsoft Corp | 10.2 | ||
| SLM Corp | 7.8 | ||
| J P Morgan Chase & Co | 7.4 | ||
| Amazon Com Inc | 4.7 | ||
| RiverNorth Flexible Municipal Income Fund II Inc | 4.3 | ||
| International Business Machines Corp | 4.0 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 2,672 | 99.9 |
| (b) Individuals (high net worth individuals) | 212 | 743.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 6 | 10.7 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 13 | 18.3 |
| (n) Other | 0 | 0.0 |
| Total | 2,903 | 872.6 |
| By Discretionary | ||
| Discretionary | 2,903 | 872.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,903 | 872.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 872.6 | |
| Total | 2,903 | 872.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001800369] | |
| 13F-HR | [0001964106] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Icon Advisers Inc
✚
|
CO | 0.9 |
|
Leisure Capital Management Inc
✚
|
CA | 0.9 |
|
Affinity Wealth Management LLC
✚
|
DE | 0.9 |
|
Bedell Frazier Investment Counselling LLC
✚
|
CA | 0.9 |
|
Marquette Asset Management LLC
✚
|
MN | 0.9 |
|
B&T Capital Management Incorporated
✚
|
TX | 0.9 |
|
Oak Grove Capital LLC
✚
|
0.9 | |
|
Secure Asset Management LLC
✚
|
MI | 0.9 |
|
Canopy Partners LLC
✚
|
OH | 0.9 |
|
Bridgewealth Advisory Group LLC
✚
|
CA | 0.9 |