Atlas Wealth Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$3,328,192
Total clients
7
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
7
Average account size
$475,456
About
Atlas Wealth Management provides fee-based investment advisory services and comprehensive financial planning to individuals, trusts, estates, charitable organizations and business entities. The firm offers discretionary portfolio management as well as non-discretionary options and standalone financial planning engagements tailored to client goals.
The firm follows an active, tactical allocation approach that incorporates both fundamental and technical analysis and uses a broad set of instruments, including equities, fixed income, mutual funds, options, and cash positions used as potential hedges. It implements both short- and long-term trading strategies, may write options (including uncovered strategies), and can manage held-away defined contribution participant accounts via a third‑party platform while avoiding direct custody.
Noteworthy aspects of the practice given its modest scale and recent start are the combination of active tactical/option-capable portfolio management with standalone fixed-fee planning and the operational choice to manage employer-sponsored plan accounts through a platform. The firm’s principal also maintains insurance licenses and a nontraditional professional background outside of finance, which the brochure discloses as a potential source of conflicts when insurance products are recommended.
Client services
Financial planning
Portfolio management
Expertise
Options & derivatives strategies
Tax-loss harvesting
Cash flow / budgeting
Retirement income strategy
Life insurance needs analysis
Fee options
Fixed fees for standalone financial planning services range from $5,000 to $15,000 per plan.
$0 - $50,000: 2.00% $50,001 - $100,000: 1.75% $100,001 - $250,000: 1.50% $250,001 - $500,000: 1.25% $500,001+: 1.00%
Main office location
Atlas Wealth Management
South Euclid OH, United States
Number of offices
1
Most active in
Atlas Wealth Management has reported serving >5 clients in these states in the last 12 months.
Ohio
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
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 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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