Atlas Wealth Management Group LLC

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Assets, Funds, Holdings

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Atlas Wealth Management Group LLC
CRD #173161
SEC #801-96229
CIK #0001964106, 0001800369
AUM
Employees 2 (100% Investors, 0% Brokers)
Phone888-475-7535
Address23046 Avenida de La Carlota
Laguna Hills, CA 92653
Source [IAPD] [EDGAR] [Website]
Total AUM ($M)
151296302010201420192024
Sector Form 13F Holdings Value ($M)
Apple Inc 17.2
Microsoft Corp 14.4
Procter & Gamble Co 13.2
Alphabet Inc 8.2
J P Morgan Chase & Co 8.0
Amazon Com Inc 5.4
SLM Corp 5.4
International Business Machines Corp 5.1
RiverNorth Flexible Municipal Income Fund II Inc 3.1
 
 
Holdings by Sector ($M)
90072054036018002020202220242026
Type Form D Funds Date Sold ($M) AUM ($M)
RE Census Multi-Family Fund LVN LLC [2015-09-04] 0.9 1.0
RE Primoris Income Fund LLC [2015-09-04] 3.2 3.2
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 0 0.0
(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 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 0 0.0
(n) Other 0 0.0
Total 70 13.2
By Discretionary
Discretionary 0 0.0
Non-Discretionary 70 13.2
Total 70 13.2
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 13.2
Total 70 13.2
Form D Directors # Filings # Firms 2011 - 2025
Jeffrey Cerny 5
EDGAR Form CIK 2011 - 2025
13F-HR [0001800369]
13F-HR [0001964106]
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