$74.1M Total AUM
$74.1M Disc. AUM
-- 3Y CAGR
3 Employees
175 ADV. Clients
14 yrs Firm Age
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- Custodian
- Altruist · Matrix Trust · Pershing · Truist Bank
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 04-10-2012
- Office Locations
- 1
Office Locations
-- Cave Creek AZ
About Atlas Wealth Management, LLC
Atlas Wealth Management is a fiduciary wealth management firm providing financial planning plus active, tailored portfolio management for individuals and families. The team supports retirement and estate planning with tools to track investments, spending, and future cash-flow needs. Co-host Ron Lang produces “The Cents of Things,” a weekly video podcast on economic and market events.
Team overview
81 AVG AGE
$24.7M AVG AUM / ADVISOR
$423.3K AVG AUM / CLIENT
12.5 yrs AVG TENURE
3 Employees
3 Advisory Reps
3 RIA Reps
14yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Custodian
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Investment Themes
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Services
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Technology
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Owner & Executives
RONALD ERIC LANG
Principal
- CRD
- #6014042
- Ownership
- 75% or more
Available
Available
Available
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ALLEN BARRY LANG
Executive Director
- CRD
- #301818
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $74,071,395 | -- |
| Non-Discretionary | $0 | -- |
| Total | $74,071,395 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Private Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Private Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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