Atlas Wealth Partners LLC

Atlas Wealth Partners LLC (CRD# 175219) is a financial advisory firm headquartered in Wyomissing, PA. They manage $102,602,000 in 613 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
2 Meridian Boulevard, First Floor, Wyomissing, PA 19610
By the Numbers
  • Total Assets Under Management
    103
    MILLION
  • Total Number of Accounts
    613
    ACCOUNTS
  • Average Account Value
    $167,377
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.

FL, MA, PA, TX

Financial Advisors at Atlas Wealth Partners LLC
Showing 1 - 2 of 2 top financial advisors.
1
Michael Janvrin, financial advisor Wyomissing PA
Michael J. Janvrin
CRD#: 5478864
2 Meridian Boulevard, First Floor, Wyomissing, PA 19610
96
Wealthminder
score

Michael Janvrin (CRD# 5478864) is an Investment Advisor Representative working at Atlas Wealth Partners LLC in Wyomissing, PA and has over 10 years of experience in the finance industry. Michael Janvrin has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Sean McCullough, financial advisor Wyomissing PA
Sean P. McCullough
CRD#: 3073986
2 Meridian Boulevard, First Floor, Wyomissing, PA 19610
96
Wealthminder
score

Sean McCullough (CRD# 3073986) is an Investment Advisor Representative working at Atlas Wealth Partners LLC in Wyomissing, PA and has over 19 years of experience in the finance industry. Sean McCullough has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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