Atlas Wealth Partners, LLC
Atlas Wealth Partners, LLC is a Wyomissing, Pennsylvania-based independent investment advisory and wealth management firm. With a team of three employees, the firm provides personalized financial planning, retirement planning, estate and legacy planning, tax planning, and investment advisory services primarily to individuals (including high net worth clients) and a limited number of institutional and charitable clients. As a Registered Investment Adviser (RIA), Atlas Wealth Partners was founded in Pennsylvania and serves clients largely within the United States, with a focus on comprehensive wealth management and tax-advantaged strategies.
Investment Strategy
Atlas Wealth Partners focuses on long-term, tax-efficient investment strategies tailored to each client's needs. Their approach includes diversified portfolio construction, prudent asset allocation, and ongoing rebalancing to align with clients' risk tolerance, time horizons, and legacy goals. Tax planning is a core component, with services designed to help clients minimize tax liabilities, maximize after-tax returns, and plan for intergenerational wealth transfer. The firm emphasizes personalized advice, disciplined financial planning, and ongoing education on tax and estate issues to help clients achieve financial security and legacy objectives.
Top Holdings
Equity Positions (52)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
F FBTC | FIDELITY WISE ORIGIN BITCOIN | 22.27% | $19.3M | 205,281 | $56.13 | $93.99 | +$4.2M |
T TPL | TEXAS PACIFIC LAND CORPORATI | 15.69% | $13.6M | 12,868 | $787.72 | $1056.39 | -$4.2M |
G GBTC | GRAYSCALE BITCOIN TRUST ETF | 14.48% | $12.5M | 147,923 | $50.53 | $84.83 | +$2.6M |
I INFL | LISTED FDS TR | 5.93% | $5.1M | 121,905 | $32.05 | $42.17 | +$252.0K |
F FNV | FRANCO NEV CORP | 4.67% | $4.0M | 24,678 | $124.25 | $163.92 | +$113.0K |