ATLAS WEALTH MANAGEMENT GROUP, LLC
CRD #173161 SEC #801-96229 LAGUNA HILLS, CA 888-475-7535
SEC Registered Private Funds
Total AUM
$13.2M
Discretionary
$0
Employees
2
Clients
0
Accounts
70
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Dec 4, 2015
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| CERNY, JEFFREY, ALAN | I | CEO/CFO/COO/CLO/CCO/ DIRECTOR | E | Control |
| CERNY, JEFFREY, ALAN | I | CEO/CFO/COO/CLO/CCO/ DIRECTOR | E | Control |
| CERNY, JEFFREY, ALAN | I | CEO/CFO/COO/CLO/CCO/ DIRECTOR | E | Control |
| CERNY, JEFFREY, ALAN | I | CCO | E | Control |
| CERNY, JEFFREY, ALAN | I | CEO/CFO/COO/CLO/CCO/ DIRECTOR | E | Control |
| CERNY, JEFFREY, ALAN | I | CEO/CFO/COO/CLO/CCO/ DIRECTOR | E | Control |
| CERNY, JEFFREY, ALAN | I | CEO/CFO/COO/CLO/CCO/ DIRECTOR | E | Control |
| CERNY, JEFFREY, ALAN | I | CEO/CFO/COO/CLO/CCO/ DIRECTOR | E | Control |
| CERNY, JEFFREY, ALAN | I | CEO/CFO/COO/CLO/CCO/ DIRECTOR | E | Control |
| CERNY, JEFFREY, ALAN | I | CEO/CFO/COO/CLO/CCO/ DIRECTOR | E | Control |
Registrations
Federal
IA
Dec 4, 2015 REGISTERED
Notice Filings (2)
CA FL
Address
23046 AVENIDA DE LA CARLOTA#150
LAGUNA HILLS, CA 92653
United States
Phone: 888-475-7535