Privacy Policy

Atlas Wealth Management LLC

Privacy Policy

Effective: June 4, 2024

Our Commitment to You

Atlas Wealth Management LLC (“Atlas Wealth Management”) is committed to safeguarding the use of

your personal information that we have as your Investment Advisor. Atlas Wealth Management (referred

to as "we", "our" and "us" throughout this notice) protects the security and confidentiality of the personal

information we have and make efforts to ensure that such information is used for proper business purposes

in connection with the management or servicing of your account. Our relationship with you is our most

important asset. We understand that you have entrusted us with your private information, and we do

everything we can to maintain that trust.

We do not sell your non-public personal information to anyone. Nor does Atlas Wealth Management

provide such information to others except for discrete and proper business purposes in connection with the

servicing and management of your account as discussed below.

Details of our approach to privacy and how your personal non-public information is collected and used are

set forth in this privacy policy.

The Information We Collect About You

You typically provide personal information when you complete the paperwork required to become our

Client. This information may include your:

• Name and address • Assets

• E-mail address • Income

• Phone number • Account balance

• Social security or taxpayer identification number • Investment activity

• Accounts at other institutions

In addition, we may collect non-public information about you from the following sources:

• Information we receive on Brokerage Agreements, Managed Account Agreements and other

Subscription and Account Opening Documents;

• Information we receive in the course of establishing a customer relationship including, but not

limited to, applications, forms, and questionnaires;

• Information about your transactions with us or others

Information about You That Atlas Wealth Management Shares

Atlas Wealth Management works to provide products and services that benefit our customers. We may

share non-public personal information with non-affiliated third parties (such as brokers and custodians) as

necessary for us to provide agreed services and products to you consistent with applicable law. We may

also disclose non-public personal information to other financial institutions with whom we have joint

business arrangements for proper business purposes in connection with the management or servicing of

your account. In addition, your non-public personal information may also be disclosed to you, persons we

believe to be your authorized agent or representative, regulators in order to satisfy Atlas Wealth

Management’s regulatory obligations, and is otherwise required or permitted by law. Lastly, we may

disclose your non-public personal information to companies we hire to help administrate our business.

Companies we hire to provide services of this kind are not allowed to use your personal information fortheir own purposes and are contractually obligated to maintain strict confidentiality. We limit their use of

your personal information to the performance of the specific service we have requested.

To repeat, we do not sell your non-public personal information to anyone.

Information about Former Clients

Atlas Wealth Management does not disclose, and does not intend to disclose, non-public personal

information to non-affiliated third parties with respect to persons who are no longer our clients.

Confidentiality and Security

Our employees are advised about the firm's need to respect the confidentiality of our customers' non-public

personal information. Additionally, we maintain physical, procedural and electronic safeguards in an effort

to protect the information from access by unauthorized parties.

We'll keep you informed

We will send you notice of our privacy policy annually for as long as you maintain an ongoing relationship

with us. Periodically we may revise our privacy policy, and will provide you with a revised policy if the

changes materially alter the previous privacy policy. We will not, however, revise our privacy policy to

permit the sharing of non-public personal information other than as described in this notice unless we first

notify you and provide you with an opportunity to prevent the information sharing. You may obtain a copy

of our current privacy policy by contacting us at (419) 270-4026.