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RIA / WealthRegistered adviserstate registeredstate registeredRAUM under $100M

ATLAS WEALTH MANAGEMENT, LLC

CRD 160433

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:8cdbe9d5-4886-e5ac-852a-ce632d2de9ec

Data as of Jun 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:42 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 1
Observed: Jun 30, 2026 to Jun 30, 2026
1 observations

Across DFX

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

Allocatorsidentity

Atlas Wealth Management, LLC

Investment consultant · shared crd

Facts

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

Firm class: state registeredderivedon the IAPD state feed, not SEC-registered
Regulatory AUM: $74.1MItem 5.F on the latest filing (2026-06-30); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $74.1M
Private client RAUM: $65.9MderivedItem 5.D individuals plus high net worth individuals
Private client share: 89%derivedprivate client RAUM over total RAUM
Employees: 3
Advisory employees: 3
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 111
Individual clients: 84
High net worth clients: 9
CRD: 160433
Filings on the tape: 1
First filed: Jun 30, 2026
Latest filed: Jun 30, 2026
Organised: Limited Liability Company, NJ
Website: atlas401kplans.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
RONALD ERIC LANG	n/a	CAVE CREEK, AZ	13	15	n/a	no
ALLEN BARRY LANG	n/a	CAVE CREEK, AZ	10	47	n/a	no

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
1	1	0	n/a	0	1	0	1	1

Relationships

Registered with (3)

← ALLEN BARRY LANGAdvisorregistration: current employment
Nov 2, 2015 to presentfactForm ADV
← RONALD ERIC LANGAdvisorregistration: current employment
Aug 22, 2013 to presentfactForm ADV
← ALEXANDER COATSAdvisorregistration: previous registration
Mar 5, 2026 to Jun 30, 2026factForm ADV

Dated events

Occurred
Jun 30, 2026
Advisor changed firm
Alexander Coats left Atlas Wealth Management, Llc for Harper Financial Strategies, Llc (registered 2026-06-01)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:8cdbe9d5-4886-e5ac-852a-ce632d2de9ec
First observed: Jun 30, 2026
Last observed: Jun 30, 2026 2 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
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, LLC

CRD 160433

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:8cdbe9d5-4886-e5ac-852a-ce632d2de9ec

Data as of Jun 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:42 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

RONALD ERIC LANG

n/a

CAVE CREEK, AZ

n/a

ALLEN BARRY LANG

n/a

CAVE CREEK, AZ

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

n/a