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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- Signal horizonFusion vital
- Established Date
- 05-07-2019
- Office Locations
- 1
Office Locations
About Atlas Sustainable Wealth, LLC
Atlas Sustainable Wealth is a Baltimore-based financial planning and investment advisory firm focused on values-based, sustainable investing. The firm helps retail clients organize their financial lives and build tax-aware strategies to reduce expenses and improve income and investment outcomes. Portfolios emphasize profitable, stakeholder-conscious companies; accounts are custodied at Interactive Brokers.
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Owner & Executives
MARK DONNELLY
Chief Compliance Officer, Chief Executive Officer, Chief Investment Officer, Founder
- CRD
- #6035511
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,400,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $2,400,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $2,400,000
| Asset class | Assets | Assets % |
|---|---|---|
| Private Funds | $2,293,401,259 | 39.5% |
| Equity - Exchange | $1,643,120,395 | 28.3% |
| Cash | $1,869,557,482 | 32.2% |
| Total | $5,806,079,136 | 100.0% |