CRD: 175219
Atlas Wealth Partners LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- 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.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
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
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| 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
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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