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Atlas Private Wealth Advisors, LLC

● SEC registered since 2016CRD 283744SEC# 801-107919Red Bank, NJ
Export (members)
Reg. AUM
$688.1M
Employees
21
Accounts
2,524
Location
Red Bank, NJ

Atlas Private Wealth Advisors, LLC assets under management

Atlas Private Wealth Advisors, LLC is an SEC-registered investment adviser based in Red Bank, NJ. The firm has been registered since 2016. It reports $688.1 million in regulatory assets under management and employs 21 people.

Atlas Private Wealth Advisors, LLC owners & executives

3 reported
NameTitleOwnershipSince
Juan Antonio Perez Mayo ControlManaging Member50-75%2016
Tracey Micheal Crespo ControlChief Operating OfficerUnder 5%2021
Vladislav Krubich ControlManaging Member / Chief Compliance Officer50-75%2016

Frequently asked questions

How much does Atlas Private Wealth Advisors, LLC manage?

Atlas Private Wealth Advisors, LLC reports $688.1 million in regulatory assets under management on its Form ADV.

How many employees does Atlas Private Wealth Advisors, LLC have?

Atlas Private Wealth Advisors, LLC reports 21 employees.

Where is Atlas Private Wealth Advisors, LLC located?

Atlas Private Wealth Advisors, LLC is based in Red Bank, NJ and has been SEC-registered since 2016.

Does Atlas Private Wealth Advisors, LLC disclose fund performance?

Atlas Private Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address331 Newman Springs Rd., Suite 320, Building 3, 2nd Floor, Red Bank, NJ 07701
Phone(888) 996-2666
Fax(732) 242-4055
Office hours9:00 - 4:30
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$687.6M
Non-discretionary$500K
Total (RAUM)$688.1M