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⚲
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| Atlas Wealth Partners LLC
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|
|
|---|---|
| CRD # | 175219 |
| SEC # | 801-102469 |
| CIK # | 0001965798 |
| AUM | $191.2 MM (2024-08-20) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 610-268-6807 |
| Address | 2 Meridian Boulevard Wyomissing, PA 19610 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($1000's) | Value ($1000's) |
|---|---|---|---|
| TPL | 12,640,215.9 | 9.6 | |
| AAPL | 2,382,844,009.6 | 1.3 | |
| ISRG | 72,505,625.7 | 0.9 | |
| AMZN | 1,092,997,792.7 | 0.8 | |
| XOM | 385,508,258.3 | 0.5 | |
| NVDA | 399,550,000.0 | 0.4 | |
| NEE | 150,166,357.5 | 0.4 | |
| GOOG | 1,482,566,378.1 | 0.3 | |
| MA | 309,583,088.9 | 0.3 | |
| TSLA | 723,390,253.3 | 0.3 | |
| View All | |||
| Holdings by Sector ($1000's) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 208 | 57.2 |
| (b) Individuals (high net worth individuals) | 62 | 119.7 |
| (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 | 1 | 3.1 |
| (g) Pension and profit sharing plans | 0 | 10.5 |
| (h) Charitable organizations | 0 | 0.6 |
| (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 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 780 | 191.2 |
| By Discretionary | ||
| Discretionary | 778 | 191.1 |
| Non-Discretionary | 2 | 0.2 |
| Total | 780 | 191.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 191.2 | |
| Total | 780 | 191.2 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001965798] |
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|---|---|---|
|
Gray William Loyd Jr
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TN | 0.2 |
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Ipsen Advisor Group LLC
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AR | 0.2 |
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VCI Wealth Management LLC
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PA | 0.2 |
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PA | 0.2 |
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IL | 0.2 |
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Leicht Financial Planning and Wealth Management Inc
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Archer Portfolio Management Inc
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0.2 |