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⚲
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| Atlas Private Wealth Advisors LLC
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| |
|---|---|
| CRD # | 283744 |
| SEC # | 801-107919 |
| CIK # | 0001814234 |
| AUM | $557.7 MM (2024-07-16) |
| Employees | 21 (52% Investors, 48% Brokers) |
| Phone | 888-996-2666 |
| Address | 14 Cliffwood Avenue Matawan, NJ 07747 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 20.5 | |
| MSFT | 1,918,222.4 | 7.7 | |
| SPEM | 6.9 | ||
| AMZN | 1,092,997.8 | 4.3 | |
| GOOG | 1,482,566.4 | 3.8 | |
| JNJ | 465,600.2 | 3.8 | |
| HD | 277,648.0 | 2.7 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,081 | 192.6 |
| (b) Individuals (high net worth individuals) | 206 | 355.8 |
| (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 | 13 | 9.3 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,167 | 557.7 |
| By Discretionary | ||
| Discretionary | 2,154 | 548.4 |
| Non-Discretionary | 13 | 9.3 |
| Total | 2,167 | 557.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 3.4 | |
| United States Persons | 554.3 | |
| Total | 2,167 | 557.7 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001814234] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Renaissance Investment Group LLC
✚
|
MA | 0.6 |
|
Allium Financial Advisors LLC
✚
|
OR | 0.6 |
|
Cambridge Advisors Inc
✚
|
NE | 0.6 |
|
Sweeney & Michel LLC
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|
CA | 0.6 |
|
Bond & Devick Financial Network Inc
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|
MN | 0.6 |
|
Osher van de Voorde Investment Management
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|
CA | 0.6 |
|
Asset Strategy Advisors LLC
✚
|
MA | 0.6 |
|
G2 Capital Management LLC
✚
|
OH | 0.6 |
|
Beck Bode LLC
✚
|
MA | 0.6 |
|
Independent Family Office LLC
✚
|
NY | 0.6 |