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Moxiao Xia

Atlas Wealth Management

Las Vegas, NV

CRD 8289747

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Employer firm

Atlas Wealth Management CRD 343059

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 Wealth Management

Las Vegas, NV • United States

Current Registrations

AuthorityCategoryStatusDate
NV RA APPROVED 2026-08-25
  • NV RA
    APPROVED
    Since 2026-08-25

Branch Locations

Las Vegas, NV • 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
Tsvc Los Altos CA 06/2025 08/2025
Ucla Los Angeles CA 09/2024 Present
Hawaii Baptist Academy Honolulu HI 01/2021 06/2024
Unemployed Honolulu HI 07/2024 08/2024
Capital Normal University High School Beijing 09/2018 12/2020
Capital Normal University Experimental Primary School Beijing 02/2016 06/2018
Unemployed Beijing 07/2018 08/2018
Atlas Wealth Management Llc Las Vegas NV 04/2026 Present
  • 06/2025 → 08/2025
    Tsvc
    Los Altos, CA
  • 09/2024 → Present
    Ucla
    Los Angeles, CA
  • 01/2021 → 06/2024
    Hawaii Baptist Academy
    Honolulu, HI
  • 07/2024 → 08/2024
    Unemployed
    Honolulu, HI
  • 09/2018 → 12/2020
    Capital Normal University High School
    Beijing
  • 02/2016 → 06/2018
    Capital Normal University Experimental Primary School
    Beijing
  • 07/2018 → 08/2018
    Unemployed
    Beijing
  • 04/2026 → Present
    Atlas Wealth Management Llc
    Las Vegas, NV
Other Businesses

Trustee of my own trust, investment related; starting 4/2024; devote 60 hours/month during off trading hours; devote zero hour during security trading hours; managing assets under my trust;

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-05-21
  • S65 Uniform Investment Adviser Law Examination
    2026-05-21
Other Names
  • Yoyo Xia

View on SEC IAPD

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