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Atlas Wealth LLC

● SEC registered since 2022CRD 321832SEC# 801-125856Cincinnati, OH
Export (members)
Reg. AUM
$723.9M
Employees
7
Accounts
1,694
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 $723.9 million in regulatory assets under management and employs 7 people.
www.linkedin.com/company/gearhart-associatesView on SEC.gov ↗

Atlas Wealth LLC owners & executives

3 reported
NameTitleOwnershipSince
Alexandra Eichler Rice ControlPartner5-10%2025
Andy John Armstrong ControlChief Compliance OfficerUnder 5%2022
Kenton Kyle Gearhart ControlPresident And CioOver 75%2022

Frequently asked questions

How much does Atlas Wealth LLC manage?

Atlas Wealth LLC reports $723.9 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

Address9301 Montgomery Road, Suite 2a, Cincinnati, OH 45242
Phone513-985-3450
Fax513-985-3460
Office hours8a.m.-5p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyYes

Assets under management

Discretionary$723.9M
Non-discretionary$0
Total (RAUM)$723.9M