Atlas Wealth Partners LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$213,680,317
Clients
297
Advisors
3
of 3 employees
About
Atlas Wealth Partners advises individuals and trusts — including both high-net-worth and non-HNW clients — and also works with participant-directed pension plans. The firm provides integrated financial planning and discretionary asset management, generally charging fees based on a percentage of assets under management.
AWP’s investment process is value-oriented and discipline-driven, emphasizing security-level valuation and classifying holdings by growth, income, or capital preservation to align with client objectives. Implementation is typically discretionary, with attention to transition planning, ongoing reviews, and the option to incorporate niche vehicles (e.g., actively managed mutual funds, REITs, and, in limited cases, cryptocurrency-linked securities).
What is distinctive about AWP for a supported firm is its reported work with state or municipal government clients and participant-directed retirement arrangements — a client type that is uncommon in the peer group. The firm also emphasizes intergenerational engagement in planning, uses Schwab Advisor Services for custody and operational support, and maintains policies (such as not accepting proxy-voting authority) that shape how it administers client accounts.
Client services
Expertise
Fee options
Fixed fees may be negotiated on a case-by-case basis for asset management or additional planning services.
$0+: 0.50% +: 1.50%
Performance-based fees may be charged in limited circumstances for qualified clients, negotiated case-by-case.
Main office
2 Meridian Boulevard, First Floor
Wyomissing PA 19610
Advisors at this office
3
Most active in
Florida · Louisiana · Maryland · Nebraska · New Hampshire · Pennsylvania · Texas
Also doing business as
Atlas Wealth Partners LLC · Dunbar Wealth Partners LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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.
Advisors at this firm
Kyle H
Series 65
Wyomissing, PA
Atlas Wealth Partners LLC
Kyle Hutchinson is a financial advisor at Atlas Wealth Partners LLC with a Series 65 designation and one year of industry experience. Prior to joining Atlas Wealth Partners, he was involved with YF Visuals LLC and The Greenfield Restaurant and Bar, and he also served with Eastern Pennsylvania Youth Soccer for seven years. Atlas Wealth Partners advises individuals, trusts, and participant-directed pension plans, serving both high-net-worth and non-HNW clients. The firm follows a value-oriented, discipline-driven investment process with an emphasis on security-level valuation and offers discretionary asset management and integrated financial planning.
Sean M
CFP®, Series 63, Series 65
Wyomissing, PA
Atlas Wealth Partners LLC
Sean Mccullough is a CFP® with 15 years of industry experience and is currently affiliated with Atlas Wealth Partners LLC, where he has worked since 2015. He holds Series 63 and Series 65 licenses. Atlas Wealth Partners advises individuals and trusts, including both high-net-worth and non-high-net-worth clients, as well as participant-directed pension plans. The firm’s investment approach is value-oriented and discipline-driven, focusing on security-level valuation and aligning holdings with client objectives through discretionary management.
Michael J
CFP®, Series 66
Wyomissing, PA
Atlas Wealth Partners LLC
Michael Janvrin Sr. is a CFP® with 17 years of experience currently serving at Atlas Wealth Partners LLC since 2015. He holds the Series 66 designation and is based in Wyomissing, PA. Atlas Wealth Partners advises individuals, trusts, and participant-directed pension plans, including both high-net-worth and non-HNW clients. The firm employs a value-oriented, discipline-driven investment process with discretionary implementation and works notably with state and municipal government clients.
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