CRD: 175219
Atlas Wealth Partners LLC
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 07-24-2015
- Office Locations
- 1
Office Locations
About Atlas Wealth Partners LLC
Atlas Wealth Partners is an independent RIA in Wyomissing, PA providing financial, investment, retirement, and estate planning using a consultative, goals-based process. Portfolios emphasize personalized strategy, diversification, and long-term discipline, with implementations that can include ETFs and mutual funds. The firm’s custody relationship includes Charles Schwab and it uses tools such as Orion and eMoney.
Reported data analysis
What the numbers show
Between March 20, 2025 and March 10, 2026, reported AUM increased 5.2%, from $222.2M to $233.8M.
Across 5 reported observations, AUM increased 39.0% between March 24, 2022 and March 10, 2026, from $168.1M to $233.8M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 2 advisory representatives and 314 clients, or 157 clients per representative. That equates to $744.4K in reported AUM per client.
The profile lists 1 reported office location and 11 years in operation. The source data was last updated on March 10, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Industry Interests
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Atlas Wealth Partners LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
SEAN PATRICK MCCULLOUGH
Managing Member, Principal
- CRD
- #3073986
- Ownership
- 75% or more
MICHAEL JOSEPH JANVRIN SR.
Chief Compliance Officer, Managing Member, Principal
- CRD
- #5478864
- Ownership
- 25% but less than 50%
Showing 2 of 2 owners & executives
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Kyle Hutchinson
--
- CRD
- #8310696
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $233,756,342 | $283,341 |
| Non-Discretionary | $0 | -- |
| Total | $233,756,342 | $283,341 |
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Separately Managed Accounts
SMA allocation detail is available
Atlas Wealth Partners LLC has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Atlas Wealth Partners LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.