Atlas Wealth Partners LLC

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.