Atlas Wealth Management Group, LLC

Atlas Wealth Management Group, LLC (CRD# 173161) is a financial advisory firm headquartered in Laguna Hills, CA. They manage $14,039,433 in 105 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    14
    MILLION
  • Total Number of Accounts
    105
    ACCOUNTS
  • Average Account Value
    $133,709
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, FL

Financial Advisors at Atlas Wealth Management Group, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Charles I. Kasner
CRD#: 4577178
23046 Avenida De La Carlota, #150, Laguna Hills, CA 92653
81
Wealthminder
score

Charles Kasner (CRD# 4577178) is an Investment Advisor Representative working at Atlas Wealth Management Group, LLC in Laguna Hills, CA and has over 14 years of experience in the finance industry.

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