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ATLAS PRIVATE WEALTH ADVISORS
ATLAS PRIVATE WEALTH ADVISORS, LLC
CRD 283744 · SEC 801-107919
331 NEWMAN SPRINGS RD., SUITE 320, BUILDING 3, 2ND FLOOR, RED BANK, NJ, 07701, United States
Phone
(888) 996-2666
Fax
(732) 242-4055
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$859.8M
Discretionary AUM
$859.8M
Team
29 total employees; 14 advisory reps; 37 broker-dealer reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-08
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1000 | $315.5M |
| High net worth individuals | 211 | $540.5M |
| Corporations/business entities | 12 | $3.8M |
States served
AZ, CA, CO, DE, GA, ID, LA, MD, MA, NV, NJ, NY, NC, OH, OR, PA, SC, VA, WA, TX, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD