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ATLAS LIFESTYLE PLANNING GROUP LLC

Advisory

COLORADO SPRINGS, CO

Data as of Aug 17, 2026 · Source: SEC Form ADV

Rank in CO
#597
of 720 advisers by AUM
Average account
$403K
across 180 accounts
AUM per adviser
$73M
1 advisers

Source: SEC Form ADV. Figures as filed Aug 17, 2026.

Total AUM
$73M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
1
Assets Under Management
Total AUM$73M
Discretionary AUM$0
Non-Discretionary AUM$73M
Discretionary %0%
Total Clients180
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates In7 states
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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