Atlas Wealth LLC
● SEC registered since 2022CRD 321832SEC# 801-125856Cincinnati, OH
Reg. AUM
$872.6M
Employees
7
Accounts
2,903
Location
Cincinnati, OH
Atlas Wealth LLC assets under management
Atlas Wealth LLC is an SEC-registered investment adviser based in Cincinnati, OH. The firm has been registered since 2022. It reports $872.6 million in regulatory assets under management and employs 7 people.
Atlas Wealth LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Alexandra Eichler Rice Control | Partner | 5-10% | 2025 |
| Andy John Armstrong Control | Chief Compliance Officer | Under 5% | 2022 |
| Kenton Kyle Gearhart Control | President And Cio | Over 75% | 2022 |
Frequently asked questions
How much does Atlas Wealth LLC manage?
Atlas Wealth LLC reports $872.6 million in regulatory assets under management on its Form ADV.
How many employees does Atlas Wealth LLC have?
Atlas Wealth LLC reports 7 employees.
Where is Atlas Wealth LLC located?
Atlas Wealth LLC is based in Cincinnati, OH and has been SEC-registered since 2022.
Does Atlas Wealth LLC disclose fund performance?
Atlas Wealth LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 8044 Montgomery Road, Suite 450, Cincinnati, OH 45236 |
| Phone | 513-985-3450 |
| Fax | 513-985-3460 |
| Office hours | 8a.m.-5p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$872.6M▲ 21%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 36%
Larger than 64% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$872.6Mregulatory AUM
Discretionary $872.6M