Atlas Wealth Management Group, LLC

Atlas Wealth Management Group, LLC (CRD# 173161) is a financial advisory firm headquartered in Irvine, CA. They manage $78,844,137 in 470 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    79
    MILLION
  • Total Number of Accounts
    470
    ACCOUNTS
  • Average Account Value
    $167,753
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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 - 4 of 4 top financial advisors.
1
Jeffrey A. Cerny
CRD#: 4744213
2372 Morse Ave, Irvine, CA 92614
93
Wealthminder
score

Jeffrey Cerny (CRD# 4744213) is an Investment Advisor Representative working at Atlas Wealth Management Group, LLC in Irvine, CA and has over 14 years of experience in the finance industry.

2
Sandy G. Levine
CRD#: 6265861
2372 Morse Avenue, Irvine, CA 92614
90
Wealthminder
score

Sandy Levine (CRD# 6265861) is an Investment Advisor Representative working at Atlas Wealth Management Group, LLC in Irvine, CA and has over 4 years of experience in the finance industry.

3
Scott L. Greenameyer
CRD#: 6518260
2372 Morse Avenue, Irvine, CA 92614
89
Wealthminder
score

Scott Greenameyer (CRD# 6518260) is an Investment Advisor Representative working at Atlas Wealth Management Group, LLC in Irvine, CA and has over 2 years of experience in the finance industry.

4
Charles I. Kasner
CRD#: 4577178
2372 Morse Ave, Irvine, CA 92614
81
Wealthminder
score

Charles Kasner (CRD# 4577178) is an Investment Advisor Representative working at Atlas Wealth Management Group, LLC in Irvine, CA and has over 15 years of experience in the finance industry.

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