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
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $723.9M | $723.9M | $0 | 7 | 0 |
| Mar 2025 | $723.9M | $723.9M | $0 | 7 | 0 |
| Nov 2024 | $638.2M | $633.6M | $4.6M | 7 | 0 |
| Jun 2024 | $638.2M | $633.6M | $4.6M | 7 | 0 |
| May 2024 | $638.2M | $633.6M | $4.6M | 7 | 0 |
| Mar 2024 | $638.2M | $633.6M | $4.6M | 7 | 0 |
| Sep 2023 | $581.4M | $577.1M | $4.3M | 6 | 0 |
| Mar 2023 | $581.4M | $577.1M | $4.3M | 6 | 0 |
| Mar 2023 | $581.4M | $577.1M | $4.3M | 6 | 0 |
| Dec 2022 | $553.8M | $550.6M | $3.2M | 6 | 0 |
| Aug 2022 | $553.8M | $550.6M | $3.2M | 6 | 0 |
| Jul 2022 | $0 | $0 | $0 | 5 | 0 |
| May 2022 | $0 | $0 | $0 | 5 | 0 |
DateApr 2025
Total AUM$723.9M
Discretionary$723.9M
Non-Disc.$0
Employees7
Clients0
DateMar 2025
Total AUM$723.9M
Discretionary$723.9M
Non-Disc.$0
Employees7
Clients0
DateNov 2024
Total AUM$638.2M
Discretionary$633.6M
Non-Disc.$4.6M
Employees7
Clients0
DateJun 2024
Total AUM$638.2M
Discretionary$633.6M
Non-Disc.$4.6M
Employees7
Clients0
DateMay 2024
Total AUM$638.2M
Discretionary$633.6M
Non-Disc.$4.6M
Employees7
Clients0
DateMar 2024
Total AUM$638.2M
Discretionary$633.6M
Non-Disc.$4.6M
Employees7
Clients0
DateSep 2023
Total AUM$581.4M
Discretionary$577.1M
Non-Disc.$4.3M
Employees6
Clients0
DateMar 2023
Total AUM$581.4M
Discretionary$577.1M
Non-Disc.$4.3M
Employees6
Clients0
DateMar 2023
Total AUM$581.4M
Discretionary$577.1M
Non-Disc.$4.3M
Employees6
Clients0
DateDec 2022
Total AUM$553.8M
Discretionary$550.6M
Non-Disc.$3.2M
Employees6
Clients0
DateAug 2022
Total AUM$553.8M
Discretionary$550.6M
Non-Disc.$3.2M
Employees6
Clients0
DateJul 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateMay 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0