Kristian Mtetwa
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.
About
Kristian Mtetwa is a financial advisor at Atlas with five years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at several firms, including 49 Wealth Management LLC and Thrivent Advisor Network, LLC. Outside of advisory work, he is a co-founder and partner of Synergy Private LLC, a business consulting firm, and serves as principal of VOT Group LLC, which focuses on public speaking and event organization. Atlas provides wealth management and financial planning services to individuals, families, trusts, estates, businesses, and retirement plans. The firm employs a blend of fundamental and technical analysis, offering tailored portfolio construction with an emphasis on long-term, index-based allocations supplemented by specialized strategies and direct equities.
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
Smyrna, TN
Most active in
Kristian M has reported serving >5 clients in these states in the last 12 months.
California · Tennessee
Work history
ATFS Advisers LLC
2025 - Present (1 year)
49 Wealth Management LLC
2023 - 2025 (2 years)
Thrivent Advisor Network, LLC
2021 - 2022 (1 year)
49 Financial
2020 - 2025 (5 years)
Purshe Kaplan Sterling Investments, Inc.
2020 - 2024 (4 years)
N/a
2020 - 2020 (1 year)
World Financial Group
2017 - 2020 (3 years)
Office Depot
2016 - 2017 (1 year)
AMI Construction Inc
2016 - 2016 (1 year)
Brentwood Academy
2013 - 2017 (4 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.
William A
Series 66
Nashville, TN
Center Hill Wealth, LLC
Jason T
ChFC®, Series 63
Murfreesboro, TN
Jason Tate Financial Consulting, LLC
Larry C
Series 63
Murfreesboro, TN
Retirement Capital Management, LLC
Paul B
Series 65
Murfreesboro, TN
Clearstone Wealth Management, LLC
Rohit P
CFA®, Series 66
Nashville, TN
Lotus Asset Management Limited Liability Company
Christian H
Series 66
Nashville, TN
Christian A. Hermo LLC
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