Atlas Sustainable Wealth, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$2,400,000
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Average account size
—
About
Atlas Sustainable Wealth is a registered investment adviser that serves individual clients, offering both portfolio management and comprehensive financial planning. The firm reports managing about $2.4 million in discretionary assets and provides advice on a range of products, including employer-sponsored retirement plans, variable life and annuity contracts, and charitable giving as part of its planning services.
The firm's investment approach emphasizes buying high-quality companies at reasonable prices for long-term holding periods (greater than five years), with a focus on individual stocks and bonds to limit mutual fund expenses and tax consequences. Portfolios are customized to clients’ risk tolerance and personal values, may include private placements for eligible clients (generally up to about 30% of a portfolio), and the firm may recommend sub‑advisers selected through a proprietary due diligence process.
Distinctive features include a stated practice of conducting in‑house research and due diligence for sub‑advisers, advising on assets maintained in insurance products and employer plans, and receiving no compensation from private placement sponsors. The firm follows CFA/CFP code standards, votes proxies for selected accounts, and uses custodial and execution arrangements with Interactive Brokers while disclosing block trading and personal trading policies.
Client services
Expertise
Fee options
Fixed fee financial planning from $1,000 to $10,000 depending on complexity
0.75% annually, negotiable, maximum 2.00%
$150 per hour for financial planning on small projects (< $1,000 total fee)
Minimum fee: $900 minimum investment advisory fee, may be waived case-by-case
Main office location
Atlas Sustainable Wealth, LLC
Baltimore MD, United States
Number of offices
1
Most active in
Maryland
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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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.
Forms ADV
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