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ATLAS PRIVATE WEALTH ADVISORS
Legal name: ATLAS PRIVATE WEALTH ADVISORS, LLC
CRD 283744File 801-107919
APPROVED
Retail clients
Custody
Filing as of Jul 22, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$859.8M
Above cohort median (national)
Discretionary AUM
$859.8M
Clients
1,223
3,017 accounts
Employees
29
Above cohort median in NJ
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Jun 13, 2016
- Principal office
- 331 NEWMAN SPRINGS RD., SUITE 320, BUILDING 3, 2ND FLOOR, RED BANK, NJ, 07701
- Phone
- (888) 996-2666
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $859.8M
- Discretionary AUM
- $859.8M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 3,017
- Non-discretionary accounts
- 0
- Total accounts
- 3,017
- AUM per client
- $703K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 12 | $3.8M |
| High net worth individuals | 211 | $540.5M |
| Individuals (other than high net worth individuals) | 1,000 | $315.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 21 | 29 | increased by8 |
| Apr 1, 2026 | Clients | 1,482 | 1,223 | decreased by259 |
| Apr 1, 2026 | AUM | $688,121,996 | $859,775,602 | increased by$171,653,606 |
| Apr 1, 2026 | Accounts | 2,524 | 3,017 | increased by493 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 17 | 21 | increased by4 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 1,112 | 1,482 | increased by370 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $469,385,474 | $688,121,996 | increased by$218,736,522 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 2,026 | 2,524 | increased by498 |
| Apr 1, 2022 | Employees | 15 | 17 | increased by2 |
| Apr 1, 2022 | Clients | 1,041 | 1,112 | increased by71 |
| Apr 1, 2022 | AUM | $365,881,889 | $469,385,474 | increased by$103,503,585 |
| Apr 1, 2022 | Accounts | 1,598 | 2,026 | increased by428 |
| May 1, 2021 | Custody | No | Yes | |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “ATLAS PRIVATE” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ATLAS PRIVATE” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.