$3.3M Total AUM
$3.3M Disc. AUM
-- 3Y CAGR
1 Employees
7 ADV. Clients
2 yrs Firm Age
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- Custodian
- LPL Financial
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-04-2024
- Office Locations
- 1
Office Locations
-- South Euclid OH
About Atlas Wealth Management
Atlas Wealth Management is an Ohio-registered fiduciary RIA providing personal wealth management and financial planning for retail clients. Portfolios are primarily implemented with ETFs (per ADV SMA mix), with client assets held at Axos Bank as a third-party custodian and accessed via an Axos client portal. Founded and led by Jeremy Lee Pardue (Chief Compliance Officer).
Team overview
-- AVG AGE
$3.3M AVG AUM / ADVISOR
$475.5K AVG AUM / CLIENT
2.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
2yrs Firm Age
Insights
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Custodian
Ridge North Alpha radial Wave bridge Zenith Timber harbor Fusion frontier
Investment Themes
Vertex Quantum pathway Summit meridian
Investment Vehicles
Wave momentum
Platform
Atlas meridian
Services
Value legacy Radial Signal Ember Signal frontier Optima Pioneer
Owner & Executives
J
JEREMY LEE PARDUE
Business Analyst, Chief Compliance Officer, FOUNDER
- CRD
- #6133445
- Ownership
- 75% or more
(436) 243-1216
vital.atlas@alphacapital.com
in linkedin.com/in/eagle-vertex
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,328,192 | -- |
| Non-Discretionary | $0 | -- |
| Total | $3,328,192 | -- |
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Separately Managed Accounts
Total SMA Asset: $3,328,192
Equity - Exchange:
66.7% Cash:
33.3% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $4,600,142,086 | 66.7% |
| Cash | $2,296,622,660 | 33.3% |
| Total | $6,896,764,746 | 100.0% |