Atlas

CRD 324191 · $153.9M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 324191
SEC number: 801-128722
Firm type: RIA
Assets under management: $153.9M as of Jun 23, 2026
Website: www.twitter.com/investwithatlas ↗
Phone: 805-557-8713
Address: Not yet retrieved from the source record

Advisors at this firm

6 in our index · page 1 of 1

Alex Gregory GoldsteinCRD 6944442 · West Palm Beach, FL

IA RegisteredRegistration inactive
Wayne GoldsteinCRD 7297570 · Wellington, FL

IA RegisteredRegistration inactive
Sohrab MirzabeigifiniCRD 6480796 · San Diego , CA

IA RegisteredRegistration inactive
Kristian Delan MtetwaCRD 7254161 · El Segundo, CA

IA RegisteredRegistration inactive
Joshua Aaron PerlmutterCRD 6551863 · Chicago, IL

IA RegisteredRegistration inactive
Cody Ryan TerrionCRD 6807319 · Wynnewood, PA

IA RegisteredRegistration inactive

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

SEC IAPD record for firm CRD 324191 ↗ FINRA BrokerCheck record for firm CRD 324191 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.