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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Atlas Private Wealth Advisors LLC
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|---|---|
| CRD # | 283744 |
| SEC # | 801-107919 |
| CIK # | 0001814234 |
| AUM | $688.1 M (2025-06-02) |
| Employees | 21 (62% Investors, 67% Brokers) |
| Phone | 888-996-2666 |
| Address | 331 Newman Springs Rd Red Bank, NJ 07701 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 19.2 | ||
| Global MOFY Metaverse Ltd | 11.0 | ||
| Microsoft Corp | 7.6 | ||
| Palantir Technologies Inc | 7.6 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,313 | 303.6 |
| (b) Individuals (high net worth individuals) | 162 | 378.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 0.5 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 6 | 5.4 |
| (n) Other | 0 | 0.0 |
| Total | 2,524 | 688.1 |
| By Discretionary | ||
| Discretionary | 2,523 | 687.6 |
| Non-Discretionary | 1 | 0.5 |
| Total | 2,524 | 688.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.3 | |
| United States Persons | 687.8 | |
| Total | 2,524 | 688.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001814234] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Parisi Gray Wealth Management LLC
✚
|
NJ | 0.7 |
|
Peterson Wealth Advisors LLC
✚
|
UT | 0.7 |
|
Amerant Investments Inc
✚
|
FL | 0.7 |
|
Uptick Partners LLC
✚
|
TX | 0.7 |
|
Arcadia Investment Management Corp
✚
|
MI | 0.7 |
|
Centerpoint Advisors LLC
✚
|
MA | 0.7 |
|
Victory Financial Group LLC
✚
|
TX | 0.7 |
|
Financial Focus LLC
✚
|
CA | 0.7 |
|
Verecan Capital Management Inc
✚
|
0.7 | |
|
Bell Investment Advisors Inc
✚
|
CA | 0.7 |