Atlas Wealth Management Group, LLC

CRD#173161
Investment Advisor Firm

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Overview

Atlas Wealth Management Group, LLC operates as a financial advisory firm based in Irvine, California. The firm has $34.0 million in assets across 210 customer accounts. It has a small group of five employees, all of whom are financial advisors. Atlas Wealth Management Group, LLC is not a registered broker-dealer, meaning the company cannot buy and sell securities for its accounts and those of its customers and instead must go through a broker-dealer firm to do so. Securities are defined as tradable financial assets like bonds, options and equities.

Atlas Wealth Management Group, LLC oversees the majority of the firm's client assets on a discretionary basis. Discretionary management signifies that transaction decisions are made by an investment advisor without needing to seek the client's approval. The company also manages 23 non-discretionary accounts totaling $11.1 million in AUM. The company's typical account size is $162,097. 34040294 of its financial planning investments were in securities, with under $100,000 invested in non-securities. An average advisor at Atlas Wealth Management Group, LLC oversees about 42 client accounts, making it about average in terms of personalization.

Atlas Wealth Management Group, LLC's headquarters is at 2372 Morse Ave, Irvine, California 92614. It is registered to serve customers throughout 4 states, including California, Colorado, Florida and Texas.

Assets Under Management

$34.0 million

Number of Advisors

5

Disclosures

No

Office Location

2372 Morse Ave
Irvine, CA 92614

Atlas Wealth Management Group, LLC by the Numbers

Total Assets Under Management

$34.0 million

National Average: $3.7 billion
Total Number of Employees

5

National Average: 29
Total Number of Accounts

210

National Average: 2,073
Average Account Size

$162.1 thousand

National Average: $1.8 million

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Products and Services

Atlas Wealth Management Group, LLC provides multiple services, which can include financial planning services, portfolio management for individuals and small businesses and pension consulting services. In the last fiscal year, Atlas Wealth Management Group, LLC provided 101-250 of its customers with financial planning services. Atlas Wealth Management Group, LLC is engaged in selling products or offering services different than investment advisory services to its clients.

Core Advisor Services

  • Offered by 45% of firms

    Financial Planning Services

    This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.

  • Offered by 62% of firms

    Portfolio Management

    This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.

  • Find a firm that offers this service

    Market Timing Services

    This is the practice of attempting to make short-term profits on investments by buying low and selling high.

Other Services

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Fee Structure

A financial advisor's fees largely are based on the type of services offered. Fee types charged by the company may include the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the company. The firm can withdraw its expenses directly from client funds.

Available

  • Offered by 74% of firms

    Percentage of Assets

    Show Explanation

    This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

  • Offered by 35% of firms

    Hourly

    Show Explanation

    Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

  • Offered by 40% of firms

    Fixed

    Show Explanation

    Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

Unavailable

  • Find one of the 2% of firms that offer this fee type

    Commissions

    Show Explanation

    Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

  • Find one of the 17% of firms that offer this fee type

    Performance-based

    Show Explanation

    Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

  • Find one of the 1% of firms that offer this fee type

    Subscription

    Show Explanation

    Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

  • Find one of the 12% of firms that offer this fee type

    Other

    Show Explanation

    Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

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Types of Clients

Atlas Wealth Management Group, LLC works with retail investors and high net worth investors. Out of its 210 accounts, Atlas Wealth Management Group, LLC's largest client group by number of accounts is retail investors, although it also caters to 29 high-net-worth individuals. The SEC defines a high-net-worth individual as someone who has at least $750,000 in AUM or a net worth of at least $1.50 million or who is considered a "qualified purchaser" (a standard met by having at least $5 million in investments). None of the firm's clients are from outside of the U.S.

  • High-Net-Worth Individuals* - 16.67%
  • Other Individuals - 83.33%
  • Corporations - 0%
  • Charitable Organizations - 0%

* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.

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Disclosures

Atlas Wealth Management Group, LLC does not have any disclosures.

Please visit its Form ADV for more details.

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Financial Advisors at Atlas Wealth Management Group, LLC

Charles Kasner
Irvine, CA

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This content was compiled from the SEC and FINRA