Atlas Private Wealth Advisors
Firm details
- Headquarters
- Red Bank, New Jersey
- CRD number
- 283744
- Registered since
- June 13, 2016
- Custodians
- LPL FINANCIAL LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI62.86%
- Individuals36.7%
- Corporations / Businesses0.44%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Atlas Private Wealth Advisors is an independent, owner-operated registered investment adviser that registered with the SEC in 2016. The firm serves high-net-worth individuals, families and institutional clients, offering financial planning, portfolio management for individuals and small businesses, and selection of outside advisers. Its fee model includes percentage-of-AUM billing alongside hourly and fixed-fee arrangements. Atlas identifies itself as a capital allocator and is not positioned as an active ESG investor. The firm has received external recognition, including a Citywire mention in 2020 (50 Growers Across America) and placement on Forbes’ America's Top RIA Firms list in 2023.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds62%
- Derivatives21%
- Exchange Traded Equities10%
- State & Local Bonds2%
- Cash & Cash Equivalents2%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 130Active vs passive
$605M in ETFs
82%
$493M
8%
$112M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 400(TM) MID CAP ETF (SPMD) | State Street | Passive | Mid Cap Blend | $35.8M | 567,873 | 5.92% |
Location
Red Bank, NJ
Monmouth
Location
Red Bank, NJ
Headquartered in Red Bank, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- Monmouth
- Address
- 331 Newman Springs Rd
- Time zone
- ET (UTC-5)
- Office locations
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