Joshua Mudse
Advisor at Atlas
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Atlas
Location
Sneads Ferry, NC
Credentials
CFP®, Series 63, Series 66
Industry experience
22 years
About
Joshua Mudse is a CFP® professional with 22 years of industry experience, currently serving as an advisor at Atlas. His prior roles include positions at OneAscent Financial Services, FF Advisors, Running Point Capital Advisors, Carnegie Investment Counsel, and Munn Wealth Management. He is also Associate Vice President of Client Services at Synergy Private, where he manages family office services such as accounting, tax preparation, and coordination of professional advisors. Atlas (ATFS Advisers LLC) provides wealth management and financial planning to individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm employs a longer-term, index-based investment approach supplemented by concentrated strategies, ETFs, and direct equities, and manages both discretionary and non-discretionary portfolios alongside a private credit fund.
Expertise
Based on Atlas
Private / alternative investments
Concentrated stock management
Options & derivatives strategies
Wealth management
General estate planning guidance
Fee options
Annual fixed fees negotiated based on size and complexity of the relationship.
Performance Allocation for Atlas Evergreen Private Credit Fund I ranging from 20% to 50% on net profits exceeding 3% quarterly (12% annualized).
Account minimum: $250,000
Location
Sneads Ferry, NC
Most active in
Joshua M has reported serving >5 clients in these states in the last 12 months.
North Carolina
Work history
Atlas
2025 - Present (1 year)
OneAscent Financial Services, LLC
2024 - 2025 (1 year)
FF Advisors, LLC dba Family Financial
2022 - 2024 (2 years)
Running Point Capital Advisors, Llc
2021 - 2022 (1 year)
JOSHMUDSECFP.COM
2020 - 2021 (1 year)
Carnegie Investment Counsel
2019 - 2020 (1 year)
Carnegie Investment Counsel
2018 - 2019 (1 year)
Munn Wealth Management
2015 - 2018 (3 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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