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Employer firm

Atlas Financial Advisors, LLC CRD 285580

$69.7M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Atlas Financial Advisors, Llc

4800 T-Rex Ave Suite 100, Boca Raton, FL 33431 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-08-11
  • FL RA
    APPROVED
    Since 2025-08-11

Branch Locations

4800 T-Rex Ave Suite 100, Boca Raton, FL 33431 • United States

Achilles Wealth Management, Llc

Boynton Beach, FL • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2021-02-17
  • FL RA
    APPROVED
    Since 2021-02-17

Branch Locations

Boynton Beach, FL • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Jvb Financial Group, Llc Boca Raton FL 08/2014 01/2017
Atlas Financial Advisors, Llc Boca Raton FL 09/2016 05/2022
Achilles Wealth Management, Llc Boynton Beach FL 05/2020 Present
Zeus Financial, Llc Boca Raton FL 10/2017 01/2023
Zeus Financial, Llc Boca Raton FL 09/2024 Present
Atlas Financial Advisors, Llc Boca Raton FL 06/2025 Present
Achilles Consultants, Llc Boynton Beach FL 05/2025 Present
Previous Registrations
Other Businesses

Business: Atlas Financial Advisors (Atlas) - FINANCIAL ADVISING FIRM Investment Related: Atlas is an investment related firm Address: 4800 T-Rex Ave, Ste. 100, Boca Raton, FL 33431 Nature: Financial Advice Position: CCO Start Date: June 2025 Number of hours: 20 Hour/Month Number during trading: 10 Hours during trading hours Duties: Provides compliance consulting Business: Zeus Financial, LLC (Zeus) - Broker Dealer Investment Related: Zeus is an investment related firm Address: 4800 T-Rex Ave, Ste. 100, Boca Raton, FL 33431 Nature: Trade fixed income securities with institutional clients Position: CCO Start Date: Sept. 2024 Number of hours: 80 Hour/Month Number during trading: 60 Hours during trading hours Duties: Provides compliance consulting Achilles Consultant, LLC (AC) - Compliance Consulting AC is not investment related 11946 Fox Hill Cir, Boynton Beach, FL 33473 Compliance Consulting Sept 2024 40 Hour/Month 20 Hours during trading hours Provides consulting advice Achilles Wealth Management LLC (AWM) - FINANCIAL PLANNING FIRM AWM is investment related 11946 Fox Hill Cir, Boynton Beach, FL 33473 Financial Planning Financial Advisor Jan 2022 40 Hour/Month 20 Hours during trading hours Provides financial advice

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-02-01
  • S66 Uniform Combined State Law Examination
    2017-02-01
Designations
  • Certified Financial Planner
Other Names
  • Ralph Archille
  • Ralph Achilles

View on SEC IAPD

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