Atlas Private Wealth Advisors is an SEC registered investment adviser organized as a limited liability company with a primary office location in Red Bank, NJ. Its latest Form ADV filing, dated March 25, 2026, reports $860M in regulatory assets under management, 29 employees, 11 offices, and 3,017 accounts.
Assets Under Management
$860M
Employees
29
Offices
11 offices
Total Clients
1,223
Primary office
RED BANK, NJ
331 NEWMAN SPRINGS RD., SUITE 320, BUILDING 3, 2ND FLOOR, RED BANK, NJ, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 81.8% of total clients.
Top client categories% of clientsClients
1
Individuals
81.8%
1,000
2
HNWI
17.3%
211
3
Corporations
1.0%
12
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$860Mas of March 25, 2026
Discretionary100.0%
$860M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$860M
Total Accounts3,017
10Y AUM Change+$737M (+601.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees29
Clients per Employee42:1
10Y Employee Change+23 (+383.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.