ATLAS WEALTH PARTNERS LLC
CRD #175219 SEC #801-102469 WYOMISSING, PA 610-268-6807
SEC Registered
Total AUM
$222.2M
Discretionary
$222.2M
Employees
3
Clients
0
Accounts
812
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $222.2M | $222.2M | $0 | 3 | 0 |
| Aug 2024 | $191.2M | $191.1M | $178.8K | 3 | 0 |
| Mar 2024 | $191.2M | $191.1M | $178.8K | 3 | 0 |
| Mar 2023 | $163.3M | $163.3M | $0 | 3 | 0 |
| Feb 2023 | $163.3M | $163.3M | $0 | 3 | 0 |
| Mar 2022 | $168.1M | $168.1M | $0 | 3 | 0 |
| Mar 2022 | $168.1M | $168.1M | $0 | 3 | 0 |
| Apr 2021 | $157.1M | $157.1M | $0 | 3 | 0 |
| Mar 2021 | $157.1M | $157.1M | $0 | 3 | 0 |
| Jun 2020 | $131.2M | $131.2M | $0 | 3 | 0 |
| Mar 2020 | $131.2M | $131.2M | $0 | 3 | 0 |
| Sep 2019 | $124.6M | $124.6M | $0 | 3 | 0 |
| Mar 2019 | $124.6M | $124.6M | $0 | 3 | 0 |
| Mar 2018 | $117.2M | $116.4M | $791.3K | 3 | 0 |
| Jul 2017 | $102.6M | $102.6M | $0 | 3 | 200 |
| Mar 2017 | $102.6M | $102.6M | $0 | 3 | 200 |
| Jun 2016 | $91.1M | $91.1M | $0 | 2 | 300 |
| Mar 2016 | $91.1M | $91.1M | $0 | 2 | 300 |
DateMar 2025
Total AUM$222.2M
Discretionary$222.2M
Non-Disc.$0
Employees3
Clients0
DateAug 2024
Total AUM$191.2M
Discretionary$191.1M
Non-Disc.$178.8K
Employees3
Clients0
DateMar 2024
Total AUM$191.2M
Discretionary$191.1M
Non-Disc.$178.8K
Employees3
Clients0
DateMar 2023
Total AUM$163.3M
Discretionary$163.3M
Non-Disc.$0
Employees3
Clients0
DateFeb 2023
Total AUM$163.3M
Discretionary$163.3M
Non-Disc.$0
Employees3
Clients0
DateMar 2022
Total AUM$168.1M
Discretionary$168.1M
Non-Disc.$0
Employees3
Clients0
DateMar 2022
Total AUM$168.1M
Discretionary$168.1M
Non-Disc.$0
Employees3
Clients0
DateApr 2021
Total AUM$157.1M
Discretionary$157.1M
Non-Disc.$0
Employees3
Clients0
DateMar 2021
Total AUM$157.1M
Discretionary$157.1M
Non-Disc.$0
Employees3
Clients0
DateJun 2020
Total AUM$131.2M
Discretionary$131.2M
Non-Disc.$0
Employees3
Clients0
DateMar 2020
Total AUM$131.2M
Discretionary$131.2M
Non-Disc.$0
Employees3
Clients0
DateSep 2019
Total AUM$124.6M
Discretionary$124.6M
Non-Disc.$0
Employees3
Clients0
DateMar 2019
Total AUM$124.6M
Discretionary$124.6M
Non-Disc.$0
Employees3
Clients0
DateMar 2018
Total AUM$117.2M
Discretionary$116.4M
Non-Disc.$791.3K
Employees3
Clients0
DateJul 2017
Total AUM$102.6M
Discretionary$102.6M
Non-Disc.$0
Employees3
Clients200
DateMar 2017
Total AUM$102.6M
Discretionary$102.6M
Non-Disc.$0
Employees3
Clients200
DateJun 2016
Total AUM$91.1M
Discretionary$91.1M
Non-Disc.$0
Employees2
Clients300
DateMar 2016
Total AUM$91.1M
Discretionary$91.1M
Non-Disc.$0
Employees2
Clients300