Atlas Financial Planning, LLC
● SEC registered since 2024CRD 324861SEC# 801-129830Alpharetta, GA
Reg. AUM
$184.1M
Employees
2
Accounts
506
Location
Alpharetta, GA
Atlas Financial Planning, LLC assets under management
Atlas Financial Planning, LLC is an investment advisory firm registered with the SEC based in Alpharetta, GA. The firm has been registered since 2024. It reports $184.1 million in regulatory assets under management and employs 2 people.
Atlas Financial Planning, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| George Christian Mauser Control | Co-Founder And Chief Compliance Officer | 50-75% | 2020 |
| Rebecca Outten Richardson Control | Co-Founder | 50-75% | 2020 |
Frequently asked questions
How much does Atlas Financial Planning, LLC manage?
Atlas Financial Planning, LLC reports $184.1 million in regulatory assets under management on its Form ADV.
How many employees does Atlas Financial Planning, LLC have?
Atlas Financial Planning, LLC reports 2 employees.
Where is Atlas Financial Planning, LLC located?
Atlas Financial Planning, LLC is based in Alpharetta, GA and has been SEC-registered since 2024.
Does Atlas Financial Planning, LLC disclose fund performance?
Atlas Financial Planning, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 11720 Amber Park Dr #160, Alpharetta, GA 30009 |
| Phone | 770-336-6805 |
| Fax | 770-200-1576 |
| Office hours | 9:30 a.m. - 4:00 p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$184.1M▲ 33%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 77%
Larger than 23% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$184.1Mregulatory AUM
Discretionary $159.4MNon-discretionary $24.7M