| 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 |
Atlas Financial Planning, LLC reports $138.2 million in regulatory assets under management on its Form ADV.
Atlas Financial Planning, LLC reports 2 employees.
Atlas Financial Planning, LLC is based in Alpharetta, GA and has been SEC-registered since 2024.
Atlas Financial Planning, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| 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 |
| Discretionary | $115M |
| Non-discretionary | $23.2M |
| Total (RAUM) | $138.2M |