⚲
|
Atlas Private Wealth Management LLC
✚
|
|
---|---|
CRD # | 145331 |
SEC # | 801-68444 |
CIK # | 0001964106, 0001800369 |
AUM | $1.1 BB (2023-03-28) |
Employees | 32 (53% Investors, 0% Brokers) |
Phone | 518-482-5777 |
Address | 3 Atrium Drive, Suite 265 Albany, NY 12205-6400 |
Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
Total AUM ($MM) |
---|
Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
---|---|---|---|
AAPL | 2,382,844.0 | 7.9 | |
GOOGL | 1,475,138.5 | 4.0 | |
TMO | 209,733.6 | 3.5 | |
JNJ | 465,600.2 | 3.3 | |
JPM | 340,169.2 | 3.2 | |
UNH | 477,004.0 | 2.9 | |
HD | 277,648.0 | 2.3 | |
V | 419,260.5 | 2.2 | |
PG | 338,108.9 | 1.9 | |
HON | 119,775.0 | 1.9 | |
View All |
Holdings by Sector ($MM) |
---|
AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 1,196 | 400.2 |
(b) Individuals (high net worth individuals) | 317 | 688.4 |
(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 | 4.4 |
(h) Charitable organizations | 5 | 7.1 |
(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 | 12.1 |
(n) Other | 0 | 0.0 |
Total | 3,606 | 1,112.2 |
By Discretionary | ||
Discretionary | 3,606 | 1,112.2 |
Non-Discretionary | 0 | 0.0 |
Total | 3,606 | 1,112.2 |
By Non-United States Persons | ||
Non-United States Persons | 11.0 | |
United States Persons | 1,101.3 | |
Total | 3,606 | 1,112.2 |
EDGAR Form | CIK | 2011 - 2023 |
---|---|---|
13F-HR | [0001800369] | |
13F-HR | [0001964106] |
Comparable Firms | State | AUM ($BB) |
---|---|---|
ISC Advisors Inc
✚
|
TX | 1.1 |
Bankers Life Advisory Services Inc
✚
|
IL | 1.1 |
Madison Financial Advisors Ltd
✚
|
OH | 1.1 |
Thurston Springer Advisors LLC
✚
|
IN | 1.1 |
RMR Wealth Builders Inc
✚
|
NJ | 1.1 |
WNY Asset Management LLC
✚
|
NY | 1.1 |
Clarity Financial LLC
✚
|
TX | 1.1 |
IAG Wealth Partners LLC
✚
|
WI | 1.1 |
Cahill Financial Advisors Inc
✚
|
MN | 1.1 |
Retirement Plan Advisors LLC
✚
|
IL | 1.1 |