ATLAS WEALTH MANAGEMENT GROUP, LLC

LAGUNA HILLS, California·1 registered advisor·CRD# 173161
SEC# 801-96229888-475-7535
01

Firm Overview

AUM
$13M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Hourly charges
03

Specialties

Financial PlanningInvestment Management
04

Advisors at ATLAS WEALTH MANAGEMENT GROUP, LLC

1 registered advisor
Jeffrey Alan Cerny
LAGUNA HILLS, California
05

Office Locations

LAGUNA HILLS, California
1 advisor

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Data sourced from SEC Form ADV filings. ATLAS WEALTH MANAGEMENT GROUP, LLC (CRD# 173161) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.