Atlas Wealth Management, LLC

Atlas Wealth Management primarily serves individual investors — including many high‑net‑worth clients — and also provides advisory services to small pension and retirement plans. The firm offers discretionary portfolio management, comprehensive financial planning, and ERISA plan services, and can act as either a limited‑scope (3(21)) advisor or a full discretionary (3(38)) investment manager for retirement plans.

The firm’s investment process emphasizes fundamental security analysis, supplemented by technical analysis, and concentrates client portfolios in general securities, mutual funds (including ETFs), government securities and options with a generally conservative, low‑turnover orientation. When clients seek exposure to alternative asset classes, the firm refers and monitors third‑party money managers and discloses that it receives a portion of the third‑party managers’ fees as part of those arrangements.

Atypical for firms of its size, the advisor runs participant education and group enrollment meetings and other client seminars as part of its retirement‑plan services. Several advisors at the firm maintain affiliated insurance businesses (about 10% of an advisor’s time), a disclosed potential conflict that the firm says it mitigates through fiduciary duties and client choice of providers; the firm reports roughly $31.9 million in assets under management and operates with three advisors.