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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) |
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CIK | Period |
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0001964106 0001800369 | |
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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) |
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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 |
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13F-HR | [0001800369] | |
13F-HR | [0001964106] |
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WI | 1.3 |
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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Godsey & GIBB Inc
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VA | 1.3 |
Mediqus Asset Advisors Inc
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IL | 1.3 |
American Investment Services Inc
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MA | 1.2 |
Clarity Financial LLC
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TX | 1.2 |
Clearwater Capital Advisors LLC
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IL | 1.2 |
Fiduciary Alliance LLC
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SC | 1.2 |