DFX Intelligence

Data Factory

RE fundsReal estate fund manageriaunsizednot re manager · probable

Atlas Wealth Management Group, LLC

Real Estate Funds

Laguna Hills, CA

Search this name across graphsid dfx:ref:3be100bd-9eb0-426b-8370-3dbfcf262f81

Data as of Sep 15, 2026 (this record's last observation) from Adviser-reported funds; Property side (read only); Capital side; Manager sites. Page built Sep 21, 2026, 1:43 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 3
On other graphs: 1
Observed: Sep 15, 2026 to Sep 15, 2026
9 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

RIA / Wealth Managementidentity

ATLAS WEALTH MANAGEMENT GROUP, LLC

Registered adviser · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Website: orangecountywealthmanagementcompany.com
Reported GAV: $4.2Mgross asset value on the latest filing, feeders excluded, quarantined above 3x RAUM; not fund size
GAV as reported: $4.2Mbefore the feeder and quarantine rules; a quarantined manager enters no total
Strategy class: NOT_RE_MANAGERinferencea candidate from the manager's own site read until its quote verification passes
RAUM: $13.2Mregulatory assets as filed
Vehicles, current: 0
Vehicles, ever: 2
First real estate filing: 2015
Latest vintage: 2015
Latest ADV filing: Dec 4, 2015
Bound properties: 0derivedthrough validated holding bindings only
Loans: 0derivedon bound holdings
Lenders: 0derivedon bound holdings
Allocators naming this manager: 0derivedpublic pension commitment lists
CRD: 173161
SEC number: 801-96229

Vehicles

Real Estate Fund vehicles this adviser swore on Schedule D 7.B(1); GAV is gross asset value as filed, never fund size, and a feeder repeats its master and is excluded from the manager's sum

Vehicle	Kind	GAV, latest	As of	Quarantined	Owners	Vintage	First reported	Lifecycle	Current	Allocators
Primoris Income Fund, LLC	fund	$3.2M	Dec 4, 2015	no	19	2015	2015	Unknown	no	0
Census Multi-Family Fund Lvn, LLC	fund	$987,000	Dec 4, 2015	no	7	2015	2015	Unknown	no	0

Reported GAV by year

the sum of gross asset value over this manager's non-feeder vehicle rows per calendar year, as filed; the manager-level quarantine (summed GAV above three times its own RAUM) is a flag on the card and is not applied here; 2 rows folded into 1

Year	Vehicles reporting	GAV, sum
2015	2	$4.2M

Relationships

Employs (1)

→ Jeffrey Alan CernyPrincipalCeo/Cfo/Coo/Clo/Cco/ Director
Jan 1, 2014 to presentfactForm ADV

Manages (2)

→ Primoris Income Fund, LLCReal estate fund vehiclefund
Sep 4, 2015 to presentfactForm ADV
→ Census Mulit-Family Fund Lvn, LLCReal estate fund vehiclefund
Sep 4, 2015 to presentfactForm ADV

Dated events

Occurred
Sep 4, 2015
Vehicle first reported on Form ADV
Primoris Income Fund, LLC first reported on Form ADV by Atlas Wealth Management Group, LLC, GAV $3,196,500
Form ADVobserved 5 days ago
$3.2M
Occurred
Sep 4, 2015
Vehicle first reported on Form ADV
Census Multi-Family Fund Lvn, LLC first reported on Form ADV by Atlas Wealth Management Group, LLC, GAV $987,000
Form ADVobserved 5 days ago
$987,000
Occurred
Apr 25, 2015
Manager's first real estate fund filing
Atlas Wealth Management Group, LLC first filed Form ADV in the extract (IA)
Form ADVobserved 5 days ago

Provenance

Graph: Real Estate Funds
Canonical id: dfx:ref:3be100bd-9eb0-426b-8370-3dbfcf262f81
First observed: Sep 15, 2026
Last observed: Sep 15, 2026 5 days ago
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

Atlas Wealth Management Group, LLC

Real Estate Funds

Laguna Hills, CA

Search this name across graphsid dfx:ref:3be100bd-9eb0-426b-8370-3dbfcf262f81

Vehicle

Kind

GAV, latest

As of

Quarantined

Owners

Vintage

First reported

Lifecycle

Current

Allocators

Primoris Income Fund, LLC

fund

$3.2M

Dec 4, 2015

2015

Unknown

Census Multi-Family Fund Lvn, LLC

fund

$987,000

Dec 4, 2015

2015

Unknown

Year

Vehicles reporting

GAV, sum

2015

$4.2M