Altas Wealth Management Group, LLC

FinancialOwner Verified

About

Atlas Wealth Management Group, LLC is a registered investment advisory firm at 3790 Via De La Valle, Suite 320 E, Del Mar, CA 92014, registered with the SEC under CRD number 173161. The firm operates through an affiliation with Redhawk Wealth Advisors, a relationship that earned recognition in both Newsweek's America's Top Financial Advisory Firms 2025 ranking and USA Today's Best Financial Advisory Firms 2025 list. The Del Mar office is led by wealth manager Sandy LeVine, who holds more than 40 years of investing experience. LeVine earned his Bachelor of Science in Business from San Diego State University and his MBA in Marketing and Finance from the University of San Diego. Before joining Atlas Wealth Management Group and Redhawk Wealth Advisors, he built his career at William Jordan Investments and Pacific Advisors, and also founded a successful software company during a period in the technology sector. A native San Diegan, LeVine resides in Del Mar. The firm's core process follows a six-step methodology designed to proactively address financial concerns so clients consistently understand their current position, future direction, and plan of action. Services include retirement planning, estate planning, insurance analysis, investment risk management, and 401(k) portfolio consulting for individual plan participants. Atlas serves professionals across all career stages, from early accumulators to retirees managing distribution strategies. The practice operates in a fiduciary capacity, meaning recommendations are legally required to serve the client's best interest rather than generate commissions. Office hours run 10 AM to 5 PM, Monday through Friday, and the suite offers wheelchair-accessible entrance, parking, and restrooms, with appointments recommended. The 3790 Via De La Valle building places Atlas alongside a concentration of accounting and advisory firms, including JordanMillard Tax & Accounting Services on the second floor — a practical advantage for clients who want tax preparation and investment management under one roof. Del Mar residents comparing independent advisory firms with bank-affiliated planners can also visit Edward Jones - Financial Advisor: Cole Heimerdinger, CFP, CPWA for a different advisory model.