Atlas Wealth Partners provides portfolio management for individuals and small businesses, financial planning, and insurance. Financial planning was provided to 500 clients last fiscal year.
Atlas Wealth Partners reports 314 clients. They include 229 individual clients, 68 high-net-worth individuals, and 17 pension and profit-sharing plans. Of its assets, 100.0% ($234M across 825 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 73% | 26% |
| High-net-worth individuals | 22% | 65% |
| Pension and profit-sharing plans | 5% | 8% |
| Charitable organizations | Fewer than 5 | <1% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 229 | $60.8M | 26.0% | $266K |
| High-net-worth individuals | 68 | $153M | 65.4% | $2.25M |
| Pension and profit-sharing plans | 17 | $19.4M | 8.3% | $1.14M |
| Charitable organizations | Fewer than 5 | $698K | 0.3% | — |
| Total | 314 | $234M | 100% | — |
- Clients
- 229
- Regulatory AUM
- $60.8M
- AUM share
- 26.0%
- Avg. per client
- $266K
- Clients
- 68
- Regulatory AUM
- $153M
- AUM share
- 65.4%
- Avg. per client
- $2.25M
- Clients
- 17
- Regulatory AUM
- $19.4M
- AUM share
- 8.3%
- Avg. per client
- $1.14M
- Clients
- Fewer than 5
- Regulatory AUM
- $698K
- AUM share
- 0.3%
- Avg. per client
- —
Total
- Clients
- 314
- Regulatory AUM
- $234M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 500
Atlas Wealth Partners is paid through a percentage of assets under management. The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure.
Sean McCullough owns 75% or more of Atlas Wealth Partners. It has 3 employees, 2 of them in advisory roles.
Leadership
Michael JanvrinManaging Member, CCO
Sean McCulloughManaging Member
Investment adviser representatives
3 representatives listed in the SEC register as of 9 October 2026.
Staff
- 3 employees
- 2 in advisory functions
- 2 state-registered reps
- Owns 75% or more of Atlas Wealth Partners LLC
Sean McCullough
Control person · since September 2015
- Owns 25% to 50% of Atlas Wealth Partners LLC
Michael Janvrin
Control person · since September 2015
Atlas Wealth Partners’ regulatory assets grew from $157M (April 2021) to $234M (March 2026); clients were 314 in both filings and employees were 3 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $234M | 314 | 3 | 3 |
| March 2025 | $222M | 338 | 3 | 1 |
| March 2024 | $191M | 271 | 3 | 1 |
| March 2023 | $163M | 338 | 3 | 1 |
| March 2022 | $168M | 307 | 3 | 1 |
| April 2021 | $157M | 318 | 3 | 1 |
Besides its headquarters, Atlas Wealth Partners has 2 offices (2 private residences, listed without an address), with 1 listed address in Pennsylvania.
Pennsylvania · 1 listed address
- 2 Meridian Boulevard, First Floor, WyomissingHQ
Contact and registration details
- Legal name
- Atlas Wealth Partners LLC
- Headquarters
- 2 Meridian Boulevard, First Floor, Wyomissing, PA 19610
- Website
- atlaswealthpartners.com
- Phone
- 610-268-6807
- SEC file
- 801-102469
- Founded
- 2015
- Structure
- Pennsylvania LLC
- Fiscal year end
- December
Atlas Wealth Partners uses Charles Schwab ($232M) as custodian for its separately managed accounts. Atlas Wealth Partners does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $232M100%
At year end, Atlas Wealth Partners’ separately managed accounts were mostly in funds (70%) and stocks (23%). Its reported 13F holdings for the quarter ended 30 June 2026 total $91.6M across 64 positions; the largest are Texas Pacific Land Corporati (19.0%), Fidelity Wise Origin Bitcoin (12.1%) and Listed Fds TR (7.4%).
What the accounts hold
- Stocks23%
- Funds70%
- Bonds3%
- U.S. government and agency bonds2%
- State and local bonds1%
- Cash4%
Reported 13F holdings
- $91.6M
- Reported 13F value
- 64
- Positions
- 64.9%
- In the 10 largest
- −5.9%
- Value vs. prior quarter
- Texas Pacific Land Corporati19.0%
- Fidelity Wise Origin Bitcoin12.1%
- Listed Fds TR · Hori KI Infl ETF7.4%
- Grayscale Bitcoin Trust ETF · Shs Rep Com UT6.9%
- Franco Nev Corp.5.4%
- Landbridge Company LLC · CL A3.3%
- Schwab Strategic TR · US Dividend EQ3.2%
- Wheaton Precious Metals Corp.2.6%
- Schwab Strategic TR · US Lcap GR ETF2.5%
- Pacer Fds TR · US Cash Cows 1002.4%
Together, the ten largest are 64.9% of reported value.
How many clients does Atlas Wealth Partners have?
Atlas Wealth Partners has 314 clients and manages $234 million for them, as of March 2026. They include 229 individual clients, 68 high-net-worth individuals, and 17 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 10 March 2026
What services does Atlas Wealth Partners offer?
Atlas Wealth Partners provides portfolio management for individuals and small businesses, financial planning, and insurance.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
Which custodians does Atlas Wealth Partners use?
Atlas Wealth Partners’ separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $232M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 10 March 2026
How many financial advisors does Atlas Wealth Partners have?
Atlas Wealth Partners has 2 investment adviser representatives registered with state securities authorities, out of 3 employees, and 2 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Atlas Wealth Partners invest in?
At the end of its last fiscal year, Atlas Wealth Partners’ separately managed accounts held 70% registered funds (mutual funds, ETFs, BDCs), 23% exchange-traded equities, 4% cash and equivalents, 2% U.S. government and agency bonds and 1% state and local bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Atlas Wealth Partners?
Atlas Wealth Partners’ direct owners are Michael Janvrin (25% to 50%) and Sean McCullough (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 10 March 2026
How does Atlas Wealth Partners get paid?
Atlas Wealth Partners is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Atlas Wealth Partners?
Atlas Wealth Partners’ main office is at 2 Meridian Boulevard, First Floor, Wyomissing, PA 19610. Its phone number is 610-268-6807. Its website is atlaswealthpartners.com.