This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

independent wealth managerderivedprivate_client_share=0.91 fund_share=0.0 institutional_share=0.09 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$234MItem 5.F on the latest filing (2026-03-10); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$234M

Private client RAUM

$214MderivedItem 5.D individuals plus high net worth individuals

Private client share

91%derivedprivate client RAUM over total RAUM

Advisors on IAPD

3

RAUM per advisor

$77.9Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

3

Advisory employees

2

Offices

2Schedule D 1.F, beyond the principal office

Accounts

825

Individual clients

229

High net worth clients

68

SEC number

801-102469

CRD

175219

Filings on the tape

25

First filed

Jul 20, 2015

Latest filed

Mar 10, 2026

Organised

Limited Liability Company, PA

Website

atlaswealthpartners.com

• Occurred

  Sep 2, 2015
  Succession filed (Item 4)

  Atlas Wealth Partners Llc reported succeeding to the business of Another Adviser (Form ADV Item 4)

  Form ADVobserved 6 days ago
• Occurred

  Jul 20, 2015
  First Form ADV filing

  Dunbar Wealth Partners Llc filed its initial SEC registration (Form ADV)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:ecb0a391-8fe8-059e-4959-bdc7164a6e33

First observed

Jul 20, 2015

Last observed

Mar 10, 2026 6 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.