ATLAS WEALTH LLC
Legal name: GEARHART & ASSOCIATES
CRD #321832 SEC #801-125856 CINCINNATI, OH 513-985-3450
SEC Registered
Total AUM
$723.9M
Discretionary
$723.9M
Employees
7
Clients
0
Accounts
1,694
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Ohio
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Apr 14, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| ARMSTRONG, ANDY, JOHN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ARMSTRONG, ANDY, JOHN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ARMSTRONG, ANDY, JOHN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ARMSTRONG, ANDY, JOHN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ARMSTRONG, ANDY, JOHN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ARMSTRONG, ANDY, JOHN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ARMSTRONG, ANDY, JOHN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ARMSTRONG, ANDY, JOHN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ARMSTRONG, ANDY, JOHN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ARMSTRONG, ANDY, JOHN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ARMSTRONG, ANDY, JOHN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ARMSTRONG, ANDY, JOHN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ARMSTRONG, ANDY, JOHN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Harden, Kendall, McGarry | I | COO | NA | |
| Harden, Kendall, McGarry | I | COO | NA | |
| Harden, Kendall, McGarry | I | COO | NA | |
| Harden, Kendall, McGarry | I | COO | NA | |
| Harden, Kendall, McGarry | I | COO | NA | |
| Harden, Kendall, McGarry | I | COO | NA | |
| Harden, Kendall, McGarry | I | COO | NA | |
| Harden, Kendall, McGarry | I | COO | NA | |
| Harden, Kendall, McGarry | I | COO | NA | |
| Harden, Kendall, McGarry | I | COO | NA | |
| Harden, Kendall, McGarry | I | COO | NA | |
| GEARHART, KENTON, KYLE | I | PRESIDENT AND CIO | E | Control |
| GEARHART, KENTON, KYLE | I | PRESIDENT AND CIO | E | Control |
| GEARHART, KENTON, KYLE | I | PRESIDENT AND CIO | E | Control |
| GEARHART, KENTON, KYLE | I | PRESIDENT AND CIO | E | Control |
| GEARHART, KENTON, KYLE | I | PRESIDENT AND CIO | E | Control |
| GEARHART, KENTON, KYLE | I | PRESIDENT AND CIO | E | Control |
| GEARHART, KENTON, KYLE | I | PRESIDENT AND CIO | E | Control |
| GEARHART, KENTON, KYLE | I | PRESIDENT AND CIO | E | Control |
| GEARHART, KENTON, KYLE | I | PRESIDENT AND CIO | E | Control |
| GEARHART, KENTON, KYLE | I | PRESIDENT AND CIO | E | Control |
| GEARHART, KENTON, KYLE | I | PRESIDENT AND CIO | E | Control |
| GEARHART, KENTON, KYLE | I | PRESIDENT AND CIO | E | Control |
| GEARHART, KENTON, KYLE | I | PRESIDENT AND CIO | E | Control |
| Bucciarelli, Shadia, Georgette | I | SENIOR VICE PRESIDENT | A | Control |
| Bucciarelli, Shadia, Georgette | I | SENIOR VICE PRESIDENT | A | Control |
| Bucciarelli, Shadia, Georgette | I | SENIOR VICE PRESIDENT | A | Control |
| Bucciarelli, Shadia, Georgette | I | SENIOR VICE PRESIDENT | A | Control |
| Bucciarelli, Shadia, Georgette | I | SENIOR VICE PRESIDENT | A | Control |
| RICE, ALEXANDRA, EICHLER | I | PARTNER | A | Control |
| RICE, ALEXANDRA, EICHLER | I | PARTNER | A | Control |
Registrations
Federal
IA
Apr 14, 2025 REGISTERED
Notice Filings (14)
CA FL GA IL IN KY MI MO NC NY OH SC TN TX
Address
9301 MONTGOMERY ROADSUITE 2A
CINCINNATI, OH 45242
United States
Phone: 513-985-3450