Atlas Wealth Management Group LLC

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Atlas Wealth Management Group LLC ✚
CRD #	173161
SEC #	801-96229
CIK #	0001800369, 0001964106
AUM
Employees	2 (100% Investors, 0% Brokers)
Phone	888-475-7535
Address	23046 Avenida de La Carlota Laguna Hills, CA 92653
Source	[IAPD] [EDGAR] [Website]

Total AUM ($M) Copy

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)

Type	Form D Funds	Date	Sold	AUM
RE	Census Multi-Family Fund LVN LLC	[2015-09-04]	0.9 M	1.0 M
	Offered $10,000,000 · Filed 2015-09-02 (D) · Exemption 506(b) · Minimum $50,000 · Remaining $9,125,000 · Duration More than one year · Revenue No Revenues
RE	Primoris Income Fund LLC	[2015-09-04]	3.2 M	3.2 M
	Offered $10,000,000 · Filed 2015-11-10 (D/A) · Exemption 506(b) · Minimum $25,000 · Remaining $6,803,500 · Duration More than one year · Revenue $1 - $1,000,000

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	Role	# Filings	# Firms	2011 - 2026
Jeffrey Cerny	Director	5	3

EDGAR Form	CIK	2011 - 2026
13F-HR	[0001800369]
13F-HR	[0001964106]

Firm Profile (Form ADV)
Serves	Retail
Fund Types	Real Estate

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Atlas Wealth Management Group LLC

Assets, Funds, Holdings