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ATLAS WEALTH LLC
ATLAS WEALTH LLC
GEARHART & ASSOCIATES
CINCINNATI, Ohio
·
3 registered advisors
·
CRD# 321832
SEC# 801-125856
0
513-985-3450
01
Firm Overview
AUM
$638M
Regulatory assets under management
Employees
7
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Investment Management
Wealth Management
04
Advisors at ATLAS WEALTH LLC
3 registered advisors
Kendall Mcgarry Harden
CINCINNATI, Ohio
CRD# 7290313
Kenton Kyle Gearhart
CINCINNATI, Ohio
CRD# 2544526
Shadia Georgette Bucciarelli
CINCINNATI, Ohio
CRD# 6045402
05
Office Locations
CINCINNATI, Ohio
3 advisors
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Data sourced from SEC Form ADV filings. ATLAS WEALTH LLC (CRD# 321832) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.