Be advised. This firm is no longer registered.

Atlas Wealth Management Group, LLC

Atlas Wealth Management Group, LLC (CRD# 173161) is a financial advisory firm headquartered in Irvine, CA. They manage $34,040,294 in 210 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
2372 Morse Ave, Irvine, CA 92614
https://www.linkedin.com/in/charles-kasner-b152b318/
By the Numbers
  • Total Assets Under Management
    34
    MILLION
  • Total Number of Accounts
    210
    ACCOUNTS
  • Average Account Value
    $162,097
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
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Atlas Wealth Management Group, LLC
No Advisor Found.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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