ATLAS WEALTH MANAGEMENT

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.

Plans served

Active participants

1,302

Total plan assets

$5.3M

Filings (rows)

Direct comp

$16K

Indirect comp

Showing only "ATLAS WEALTH MANAGEMENT"

View all 2 variants aggregated →

ATLAS WEALTH MANAGEMENT2 ATLAS WEALTH MANAGEMENT GROUP2

SERVICES PROVIDED

Advisor / Consultant2

Plans served

All 2 plans

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
DEVI HOLDINGS, INC. DEVI HOLDINGS, INC. 401(K) PLAN	PHOENIX, AZ	Advisor / Consultant	1,119	$3.6M	$7K	$0
J BROTHERS INVESTMENTS LLC J BROTHERS INVESTMENTS LLC 401(K) PLAN	PHOENIX, AZ	Advisor / Consultant	183	$1.7M