Welcome to Atlas Wealth Management, a Cleveland-based Registered Investment Adviser dedicated to providing personalized financial guidance to individuals and families across the United States.
Our story began in 2024, when founder Jeremy L. Pardue, a U.S. military combat veteran, set out to create a firm that prioritizes clients' needs above all else. With over a decade of experience in the financial services industry, Jeremy sought to build a business that would allow him to maintain a personal connection with his clients while also fostering a supportive environment for new advisors to grow.
Jeremy's journey in the financial industry began in 2012 at Edward Jones, where he served as a Financial Advisor. He later joined Waddell & Reed in 2016 as an Assistant Branch Manager and Private Client Advisor. After relocating to Ohio in 2017, Jeremy partnered with a family financial practice, leading the investment department as Senior Wealth Manager. However, Jeremy's vision for a client-centric firm led him to establish Atlas Wealth Management several years later.
Our mission is to provide tailored financial solutions, untainted by conflicts of interest or sales-driven agendas. We pride ourselves on being a boutique firm that truly puts our clients first. From our home office in South Euclid, Ohio, we serve clients nationwide. We invite you to explore our website and discover how Atlas Wealth Management can help you achieve your financial goals.
Atlas Wealth Management is a Registered Investment Adviser in the state of Ohio. As a fiduciary, we are committed to providing impartial and unbiased advice that prioritizes our clients' interests. Please note that the information provided on this website is for general informational purposes only and should not be considered as investment advice. Past performance is not a guarantee of future results. Atlas Wealth Management does not provide tax or legal advice. Clients should consult with their tax and/or legal advisors for specific guidance. Custody of client assets is held at Axos Bank, a third-party custodian. Atlas Wealth Management does not have custody of client assets. By using this website, you acknowledge that you have read and understood our terms of use and privacy policy. Copyright 2025 Atlas Wealth Management. All rights reserved.
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