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Atlas Wealth Management, LLC

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Client assets under management

$65,910,000

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Clients

93

10% high-net-worth

Advisors

3

of 3 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

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Clients per advisor

31

Low

Average account size

$708,710

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

Financial planning Portfolio management Pension consulting Educational seminars or workshops

Expertise

General retirement planning Retirement income strategy Income planning Wealth management Options & derivatives strategies

Occupation focus

Executive Founder/Business Owner

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Fee options

Fixed

Fixed financial planning fees ranging from $2,500 to $4,500

Percentage

$0 - $2,000,000: 1% annually $2,000,000+: Negotiable, could be less than 1%

Project-based

Up to $275/hour for financial planning and consulting

Other

Fee-only: Hourly financial planning fee up to $275/hour, Fixed financial planning fee ranging from $2,500 to $4,500

Main office location

Atlas Wealth Management, LLC

Cave Creek AZ, United States

Number of offices

1

Most active in

More info

Arizona · Delaware · Pennsylvania

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Facebook Website 888-403-9400

Advisors at this firm

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Ronald L

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.

General retirement planning Retirement income strategy Income planning Wealth management Options & derivatives strategies Executive Founder/Business Owner
user avatar

Alexander C

CFP®, Series 63, Series 65, Series 66

Cave Creek, AZ

Atlas Wealth Management, LLC

Alexander Coats is a CFP® professional with seven years of experience in the financial industry. He is currently with Atlas Wealth Management, LLC and has previously worked at firms including R.W. Baird, Financial Engines Advisors L.L.C., and Ameriprise Financial Services. 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, comprehensive financial planning, and ERISA retirement-plan advisory services, with an investment approach that incorporates fundamental and technical analysis and excludes alternative investments.

General retirement planning Retirement income strategy Income planning Wealth management Options & derivatives strategies Executive Founder/Business Owner
user avatar

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.

General retirement planning Retirement income strategy Income planning Wealth management Options & derivatives strategies Executive Founder/Business Owner
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