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| Atlas Wealth Partners LLC
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|---|---|
| CRD # | 175219 |
| SEC # | 801-102469 |
| CIK # | 0001965798 |
| AUM | 233.8 M (2026-03-10) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 610-268-6807 |
| Address | 2 Meridian Boulevard Wyomissing, PA 19610 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001965798 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Texas Pacific Land Corp | 18.9 | ||
| Fidelity Wise Origin Bitcoin Fund | 12.5 | ||
| Grayscale Bitcoin Trust BTC | 7.4 | ||
| Franco Nevada Corp | 5.9 | ||
| Wheaton Precious Metals Corp | 2.8 | ||
| Landbridge Co LLC | 2.6 | ||
| Microsoft Corp | 2.1 | ||
| Royal Gold Inc | 2.1 | ||
| Hawaiian Electric Industries Inc | 1.7 | ||
| Miami International Holdings Inc | 1.5 | ||
| Apple Inc | 1.2 | ||
| Intuitive Surgical Inc | 0.9 | ||
| Amazon Com Inc | 0.8 | ||
| Southern Co | 0.8 | ||
| Tesla Motors Inc | 0.7 | ||
| iShares Comex Gold Trust | 0.7 | ||
| Johnson & Johnson | 0.7 | ||
| Carpenter Technology Corp | 0.6 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 229 | 60.8 |
| (b) Individuals (high net worth individuals) | 68 | 152.8 |
| (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 | 17 | 19.4 |
| (h) Charitable organizations | 0 | 0.7 |
| (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 | 825 | 233.8 |
| By Discretionary | ||
| Discretionary | 825 | 233.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 825 | 233.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 233.8 | |
| Total | 825 | 233.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001965798] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Retail |
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