Atlas Sustainable Wealth, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$2,400,000
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
Atlas Sustainable Wealth is a registered investment adviser that serves individual clients, offering both portfolio management and comprehensive financial planning. The firm reports managing about $2.4 million in discretionary assets and provides advice on a range of products, including employer-sponsored retirement plans, variable life and annuity contracts, and charitable giving as part of its planning services.
The firm's investment approach emphasizes buying high-quality companies at reasonable prices for long-term holding periods (greater than five years), with a focus on individual stocks and bonds to limit mutual fund expenses and tax consequences. Portfolios are customized to clients’ risk tolerance and personal values, may include private placements for eligible clients (generally up to about 30% of a portfolio), and the firm may recommend sub‑advisers selected through a proprietary due diligence process.
Distinctive features include a stated practice of conducting in‑house research and due diligence for sub‑advisers, advising on assets maintained in insurance products and employer plans, and receiving no compensation from private placement sponsors. The firm follows CFA/CFP code standards, votes proxies for selected accounts, and uses custodial and execution arrangements with Interactive Brokers while disclosing block trading and personal trading policies.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
ESG / Sustainable investing
Private / alternative investments
College savings (529s, UTMA, etc.)
General retirement planning
Charitable giving & philanthropy
Fee options
Fixed fee financial planning from $1,000 to $10,000 depending on complexity
0.75% annually, negotiable, maximum 2.00%
$150 per hour for financial planning on small projects (< $1,000 total fee)
Minimum fee: $900 minimum investment advisory fee, may be waived case-by-case
Main office location
Atlas Sustainable Wealth, LLC
Baltimore MD, United States
Number of offices
1
Most active in
Atlas Sustainable Wealth, LLC has reported serving >5 clients in these states in the last 12 months.
Maryland
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Discover
Compare top advisor firms by metric, firm size, and location.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")