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GEARHART & ASSOCIATES
Legal name: ATLAS WEALTH LLC
CRD 321832File 801-125856
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Apr 28, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$872.6M
Above cohort median (national)
Discretionary AUM
$872.6M
Clients
2,903
2,903 accounts
Employees
7
Above cohort median in OH
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Jun 10, 2022
- Principal office
- 8044 MONTGOMERY ROAD, SUITE 450, CINCINNATI, OH, 45236
- Phone
- 513-985-3450
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $872.6M
- Discretionary AUM
- $872.6M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 2,903
- Non-discretionary accounts
- 0
- Total accounts
- 2,903
- AUM per client
- $301K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 13 | $18.3M |
| High net worth individuals | 212 | $743.7M |
| Pension and profit sharing plans | 6 | $10.7M |
| Individuals (other than high net worth individuals) | 2,672 | $99.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11E2
- Q11E4
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.