← Directory
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 Aug 17, 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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.