Fee-only adviser · Wyomissing, PA
Atlas Wealth Partners LLC
Atlas Wealth Partners LLC is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Wyomissing, Pennsylvania. On its latest Form ADV, filed March 10, 2026, it reports $234M in regulatory assets under management, 297 individual clients and 2 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 175219 · SEC file 801-102469 |
| Office | 2 Meridian Boulevard First Floor Wyomissing, PA 19610 |
| Phone | (610) 268-6807 |
| Website | www.atlaswealthpartners.com |
| Regulatory assets under management | $234M |
| Individual clients | 229 non-high-net-worth, 68 high-net-worth |
| Financial planning clients | More than 500 |
| How it charges | Percentage of assets |
| Services | Portfolio management |
| Employees | 3 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | March 10, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It charges only as a percentage of the assets it manages. Ask about the fee schedule and any account minimum, which Form ADV Part 1 does not record.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Wyomissing
- Alliance Financial $272M
- Lountzis Asset Management, LLC $624M
- Connors Investor Services Inc $1.3B
- Weik Capital Management $335M
- Walsky Investment Management Inc $130M
See all 6 fee-only advisers in Wyomissing →
Nearby
- Shillington 1 firm
- Oley 1 firm
- Morgantown 1 firm
- Mertztown 1 firm
- Lititz 1 firm
- Leola 2 firms
- Lebanon 1 firm
- Macungie 1 firm
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