|
⚲
|
| Keyboard |
| Atlas Private Wealth Advisors LLC
✚
|
|
|---|---|
| CRD # | 283744 |
| SEC # | 801-107919 |
| CIK # | 0001814234 |
| AUM | 859.8 M (2026-06-08) |
| Employees | 29 (48% Investors, 48% 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 | 10.8 | ||
| Global MOFY Metaverse Ltd | 10.5 | ||
| Palantir Technologies Inc | 4.0 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,000 | 315.5 |
| (b) Individuals (high net worth individuals) | 211 | 540.5 |
| (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 | 0 | 0.0 |
| (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 | 12 | 3.8 |
| (n) Other | 0 | 0.0 |
| Total | 3,017 | 859.8 |
| By Discretionary | ||
| Discretionary | 3,017 | 859.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 3,017 | 859.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 4.4 | |
| United States Persons | 855.3 | |
| Total | 3,017 | 859.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001814234] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 37 (1 non-US) |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Moody Aldrich Partners LLC
✚
|
MA | 864.3 M |
|
Lloyd Capital LLC
✚
|
863.3 M | |
|
GSG Advisors LLC
✚
|
NJ | 862.3 M |
|
Front Street Capital Management Inc
✚
|
MT | 862.0 M |
|
The High Net Worth Advisory Group LLC
✚
|
FL | 861.7 M |
|
Meridian Management Co
✚
|
AR | 861.6 M |
|
Keystone Wealth Services LLC
✚
|
CA | 860.7 M |
|
Wealthcare Investment Partners LLC
✚
|
RI | 859.6 M |
|
Cambient Family Office LLC
✚
|
MI | 857.9 M |
|
Radnor Capital Management LLC
✚
|
PA | 854.8 M |