The ATLAS PRIVATE WEALTH ADVISORS is a privately held investment adviser that advises $859.78mn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. ATLAS PRIVATE WEALTH ADVISORS is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 134.99% over the last 5-years.
The Group has been registered with the SEC for 10.14 years and is comprised of 1 filing and 0 relying advisers. They operate out of 9 office locations with their Headquarters at 331 NEWMAN SPRINGS RD. SUITE 320, BUILDING 3, 2ND FLOOR, RED BANK, NEW JERSEY. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 29 employees comprised of 14 investment and 15 non-investment staff. The total number of Employees increased by 93.33% over the last 5-years.
Their $859.78mn in assets advised are owned by 0 private funds, 0 public funds and BDCs and 12 other accounts. Assets of High Net Worth Individuals clients own $540.48mn or 62.86% of Total Assets and Individuals own $315.5mn or 36.7% of Total Assets.
The Group's top investment strategies include , representing of total assets, respectively.
They advise 3 types of clients, top clients are High Net Worth Individuals and Individuals.
The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses fixed fees and management fees.
ATLAS PRIVATE WEALTH ADVISORS names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.