Atlas Private Wealth Management LLC

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Atlas Private Wealth Management LLC
CRD #145331
SEC #801-68444
CIK #0001964106, 0001800369
AUM $1.3 BB (2024-05-03)
Employees 20 (50% Investors, 0% Brokers)
Phone518-482-5777
Address3 Atrium Drive, Suite 265
Albany, NY 12205-6400
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook]
Total AUM ($MM)
1400112084056028002007201320192025
CIK Period
0001964106 0001800369
/
Sector Form 13F Holdings Cap ($MM) Value ($MM)
SRH Total Return Fund Inc 1,167.0 50.0
Apple Inc 2,382,844.0 38.3
Procter & Gamble Co 338,108.9 28.9
Microsoft Corp 1,918,222.4 26.7
Blackstone Strategic Credit Fund 502.9 20.5
General American Investors Co Inc 865.9 19.1
Alphabet Inc 1,482,566.4 17.7
Pioneer Municipal High Income Opportunities Fund Inc 13.1
J P Morgan Chase & Co 340,169.2 12.1
Ecofin Sustainable & Social Impact Term Fund 185.6 11.5
Angel Oak Financial Strategies Income Term Trust 287.5 10.1
Amazon Com Inc 1,092,997.8 9.2
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
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AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 1,061 391.0
(b) Individuals (high net worth individuals) 369 838.1
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 1 5.2
(h) Charitable organizations 11 17.4
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 2 4.4
(n) Other 0 0.0
Total 3,633 1,256.0
By Discretionary
Discretionary 3,633 1,256.0
Non-Discretionary 0 0.0
Total 3,633 1,256.0
By Non-United States Persons
Non-United States Persons 2.8
United States Persons 1,253.2
Total 3,633 1,256.0
EDGAR Form CIK 2011 - 2024
13F-HR [0001800369]
13F-HR [0001964106]
Comparable Firms State AUM ($BB)
ERN Financial LLC
WI 1.3
Raymond James USA Ltd
1.3
Weatherly Asset Management LP
CA 1.3
Midwestern Securities Trading Company LLC
IL 1.3
Godsey & GIBB Inc
VA 1.3
Mediqus Asset Advisors Inc
IL 1.3
American Investment Services Inc
MA 1.2
Clarity Financial LLC
TX 1.2
Clearwater Capital Advisors LLC
IL 1.2
Fiduciary Alliance LLC
SC 1.2
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