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 registered investment adviser organized as an LLC and registered with the SEC in 2016. The firm is owner-operated and positions itself as a capital allocator for a mix of individual, family and institutional clients. Its advisory services emphasize financial planning, portfolio management for individuals and small businesses, and selection of third‑party advisers. The firm charges clients through a combination of percent‑of‑AUM fees, hourly billing and fixed fees. Atlas does not identify as an ESG investor.
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
1 of 1
Tracey Crespo
Chief Operating OfficerCRD 6046308
Contacts
3 of 19
Dennis Grinestaff
Registered RepresentativeCRD 3126040
Jason Sampson
Co-FounderCRD 7526193
Brady Welles
Wealth AdvisorCRD 7133943
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 113Active vs passive
$567M in ETFs
81%
$462M
10%
$106M
| 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 | $32.6M | 550,238 | 5.74% |
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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