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| Atlas Private Wealth Management LLC
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| |
|---|---|
| CRD # | 145331 |
| SEC # | 801-68444 |
| CIK # | 0001964106, 0001800369 |
| AUM | $1.3 BB (2024-05-03) |
| Employees | 20 (50% Investors, 0% Brokers) |
| Phone | 518-482-5777 |
| Address | 3 Atrium Drive, Suite 265 Albany, NY 12205-6400 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| STEW | 1,167.0 | 50.0 | |
| AAPL | 2,382,844.0 | 38.3 | |
| PG | 338,108.9 | 28.9 | |
| MSFT | 1,918,222.4 | 26.7 | |
| BGB | 502.9 | 20.5 | |
| GAM | 865.9 | 19.1 | |
| GOOG | 1,482,566.4 | 17.7 | |
| MIO | 13.1 | ||
| JPM | 340,169.2 | 12.1 | |
| TEAF | 185.6 | 11.5 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,061 | 391.0 |
| (b) Individuals (high net worth individuals) | 369 | 838.1 |
| (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 | 5.2 |
| (h) Charitable organizations | 11 | 17.4 |
| (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 | 2 | 4.4 |
| (n) Other | 0 | 0.0 |
| Total | 3,633 | 1,256.0 |
| By Discretionary | ||
| Discretionary | 3,633 | 1,256.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 3,633 | 1,256.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 2.8 | |
| United States Persons | 1,253.2 | |
| Total | 3,633 | 1,256.0 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001800369] | |
| 13F-HR | [0001964106] |
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|---|---|---|
|
ERN Financial LLC
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WI | 1.3 |
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Raymond James USA Ltd
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1.3 | |
|
Weatherly Asset Management LP
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Midwestern Securities Trading Company LLC
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VA | 1.3 |
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Mediqus Asset Advisors Inc
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IL | 1.3 |
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American Investment Services Inc
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MA | 1.2 |
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Clarity Financial LLC
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TX | 1.2 |
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Clearwater Capital Advisors LLC
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IL | 1.2 |
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Fiduciary Alliance LLC
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SC | 1.2 |