Atlas Wealth Partners LLC

Atlas Wealth Partners LLC is an investment adviser firm located in Wyomissing, PA, established in 2015 by Michael Janvrin and Sean McCullough, who collectively have 44 years of experience in the industry. The firm specializes in providing financial planning and asset management services to individuals, trusts, and pension plans. Clients are not subject to a minimum account size requirement. Atlas Wealth Partners charges asset management fees ranging from 0.50% to 1.50% per annum, with fees debited directly from client accounts on a quarterly basis. The firm primarily manages assets on a discretionary basis, continuously evaluating and adjusting investments to align with client objectives. Clients may place restrictions on account management, but significant restrictions may impact the ability to meet financial goals and increase costs. The firm does not participate in wrap fee programs and manages over $222 million in assets across 812 discretionary accounts as of December 31, 2024. Atlas Wealth Partners employs a value-based investment approach, focusing on asset allocation, thorough understanding of client needs, and disciplined investment selection processes. The firm emphasizes risk management and provides detailed information on various investment risks, including market, political, currency, and regulatory risks. Clients receive regular account reviews and reports, and the firm does not have any disciplinary items to report.