RIA Intel›Advisers›Ohio›ATLAS WEALTH LLC

ATLAS WEALTH LLC

Advisory

N·CINCINNATI, OH

Data as of Mar 13, 2026 · Source: SEC Form ADV

Total AUM
$873M
1-Year AUM Growth
+9.8%
3-Year CAGR
+3.2%
Employees
4
Assets Under Management
Total AUM$873M
Discretionary AUM$873M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients1,694
Team
Total Employees4
Investment Advisers7
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record11
First FilingMay 12, 2022
Latest FilingMar 13, 2026
🔒 Full AUM trend chart and 11 historical filings spanning 4+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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