Atlas Wealth Partners LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$213,680,317
Clients
297
23% high-net worth
Advisors
2
of 3 employees
Firm type
Supported
1-3 advisors or $200M+ in AUM
Clients per advisor
149
Very HighAverage account size
$719,462
About
Atlas Wealth Partners advises individuals and trusts — including both high-net-worth and non-HNW clients — and also works with participant-directed pension plans. The firm provides integrated financial planning and discretionary asset management, generally charging fees based on a percentage of assets under management.
AWP’s investment process is value-oriented and discipline-driven, emphasizing security-level valuation and classifying holdings by growth, income, or capital preservation to align with client objectives. Implementation is typically discretionary, with attention to transition planning, ongoing reviews, and the option to incorporate niche vehicles (e.g., actively managed mutual funds, REITs, and, in limited cases, cryptocurrency-linked securities).
What is distinctive about AWP for a supported firm is its reported work with state or municipal government clients and participant-directed retirement arrangements — a client type that is uncommon in the peer group. The firm also emphasizes intergenerational engagement in planning, uses Schwab Advisor Services for custody and operational support, and maintains policies (such as not accepting proxy-voting authority) that shape how it administers client accounts.
Client services
Expertise
Fee options
Fixed fees may be negotiated on a case-by-case basis for asset management or additional planning services.
$0+: 0.50% +: 1.50%
Performance-based fees may be charged in limited circumstances for qualified clients, negotiated case-by-case.
Main office location
Atlas Wealth Partners LLC
2 Meridian Boulevard, First Floor
Wyomissing PA 19610, United States
Number of offices
3
Most active in
Florida · Louisiana · Maryland · Nebraska · New Hampshire · Pennsylvania · Texas
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.
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