Atlas Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$65,910,000
Clients
93
Advisors
2
of 3 employees
About
Atlas Wealth Management primarily serves individual investors — including a substantial number of high‑net‑worth clients — and also provides advisory services to small pension and retirement plans. The firm offers discretionary portfolio management, financial planning and consulting, and ERISA plan services in both non‑discretionary (3(21)) and discretionary (3(38)) roles.
The firm’s investment process combines fundamental and technical analysis and centers on client‑specific factors such as age, retirement timeline, cash reserves and risk tolerance, with weekly portfolio reviews and discretionary trading authority for most accounts. Portfolios are invested in general securities — stocks, bonds, mutual funds, ETFs, government securities and options — and the firm does not place client assets into alternative investments, instead engaging or monitoring other managers when those strategies are appropriate.
Compared with many peers, the firm runs participant education and group enrollment meetings and conducts client seminars or workshops as part of its retirement plan services, a relatively uncommon offering among similarly sized advisors. A firm principal also maintains an affiliated insurance brokerage (approximately 10% of that principal’s time) and may offer insurance products for a commission; the brochure discloses this potential conflict and notes clients may obtain insurance through other providers.
Client services
Expertise
Occupation focus
Fee options
Fixed financial planning fees ranging from $2,500 to $4,500
$0 - $2,000,000: 1% annually $2,000,000+: Negotiable, could be less than 1%
Up to $275/hour for financial planning and consulting
Fee-only: Hourly financial planning fee up to $275/hour, Fixed financial planning fee ranging from $2,500 to $4,500
Main office
Cave Creek AZ
Advisors at this office
2
Most active in
Arizona · Delaware · Pennsylvania
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
Ronald L
Verified by Warmer
Series 65
Cave Creek, AZ
Atlas Wealth Management, LLC
Ronald Lang is a financial advisor at Atlas Wealth Management, LLC with 13 years of industry experience. He holds a Series 65 designation and has been with Atlas Wealth Management since 2012. In addition to his advisory role, he is involved with MajesticTrader.com LLC, a business he has been part of since 2010. Atlas Wealth Management primarily serves individual clients, including many high-net-worth households, as well as pension and retirement-plan sponsors. The firm offers portfolio management, financial planning, and ERISA retirement-plan advisory services, using fundamental and technical analysis to tailor portfolios to clients’ financial situations and risk tolerance.
Allen L
Series 63, Series 65
Cave Creek, AZ
Atlas Wealth Management, LLC
Allen Lang is a financial advisor with Atlas Wealth Management, LLC in Cave Creek, AZ, holding Series 63 and Series 65 designations and bringing 10 years of industry experience. He has been with Atlas Wealth Management since 2015 and has also operated as a self-employed advisor since 2013. Atlas Wealth Management primarily serves individual clients, including many high-net-worth households, as well as pension and retirement-plan sponsors. The firm offers discretionary and non-discretionary portfolio management, comprehensive financial planning, and ERISA retirement-plan advisory services, emphasizing tailored portfolios based on fundamental and technical analysis and providing educational programs for retirement plan participants.
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