ATLAS PRIVATE WEALTH MANAGEMENT, LLC
CRD #145331 SEC #801-68444 ALBANY, NY (518) 482-5777
SEC Registered Disclosures
Total AUM
$1.3B
Discretionary
$1.3B
Employees
20
Clients
101
Accounts
3,633
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2024 | $1.3B | $1.3B | $0 | 20 | 35 |
| Mar 2024 | $1.3B | $1.3B | $0 | 22 | 35 |
| Sep 2023 | $1.1B | $1.1B | $0 | 32 | 44 |
| Sep 2023 | $1.1B | $1.1B | $0 | 32 | 44 |
| Sep 2023 | $1.1B | $1.1B | $0 | 32 | 44 |
| Jul 2023 | $1.1B | $1.1B | $0 | 32 | 44 |
| Jun 2023 | $1.1B | $1.1B | $0 | 32 | 44 |
| Mar 2023 | $1.1B | $1.1B | $0 | 32 | 44 |
| Nov 2022 | $1.3B | $1.3B | $0 | 28 | 52 |
| Jun 2022 | $1.3B | $1.3B | $0 | 28 | 52 |
| Apr 2022 | $1.3B | $1.3B | $0 | 28 | 52 |
| Mar 2022 | $1.3B | $1.3B | $0 | 28 | 52 |
| Jan 2022 | $1.1B | $1.1B | $0 | 24 | 69 |
| Oct 2021 | $1.1B | $1.1B | $0 | 24 | 69 |
| Oct 2021 | $1.1B | $1.1B | $0 | 24 | 69 |
| Mar 2021 | $1.1B | $1.1B | $0 | 24 | 69 |
| Dec 2020 | $1B | $1B | $0 | 24 | 85 |
| Aug 2020 | $1B | $1B | $0 | 24 | 85 |
| Jun 2020 | $1B | $1B | $0 | 24 | 85 |
| Apr 2020 | $1B | $1B | $0 | 24 | 85 |
| Mar 2020 | $1B | $1B | $0 | 24 | 85 |
| Apr 2019 | $944.5M | $944.5M | $0 | 26 | 80 |
| Mar 2019 | $765.5M | $765.5M | $0 | 24 | 80 |
| Sep 2018 | $976.1M | $976.1M | $0 | 28 | 101 |
| Aug 2018 | $976.1M | $976.1M | $0 | 28 | 101 |
| Mar 2018 | $976.1M | $976.1M | $0 | 28 | 101 |
| Sep 2017 | $900.3M | $900.3M | $0 | 26 | 1,800 |
| Aug 2017 | $900.3M | $900.3M | $0 | 26 | 1,800 |
| Mar 2017 | $900.3M | $900.3M | $0 | 26 | 1,800 |
| Jan 2017 | $968.2M | $968.2M | $0 | 24 | 1,700 |
| Aug 2016 | $968.2M | $968.2M | $0 | 24 | 1,700 |
| Jul 2016 | $968.2M | $968.2M | $0 | 24 | 1,700 |
| Mar 2016 | $968.2M | $968.2M | $0 | 24 | 1,700 |
| Mar 2016 | $1.1B | $1.1B | $0 | 28 | 1,778 |
| Oct 2015 | $1.1B | $1.1B | $0 | 28 | 1,778 |
| Aug 2015 | $1.1B | $1.1B | $0 | 28 | 1,778 |
| Mar 2015 | $1B | $1B | $0 | 28 | 1,839 |
| Mar 2014 | $1B | $1B | $0 | 27 | 4,800 |
| Jan 2014 | $1B | $1B | $0 | 25 | 4,800 |
| Jan 2014 | $1B | $1B | $0 | 25 | 4,800 |
| Oct 2013 | $606M | $606M | $0 | 29 | 1,400 |
| Aug 2013 | $600.5M | $600.5M | $0 | 29 | 1,400 |
| Mar 2013 | $547.3M | $547.3M | $0 | 29 | 1,400 |
| Oct 2012 | $508.4M | $508.4M | $0 | 11 | 1,400 |
| Mar 2012 | $508.4M | $508.4M | $0 | 11 | 1,400 |
| Mar 2012 | $508.4M | $508.4M | $0 | 11 | 1,400 |
| Aug 2011 | $537M | $537M | $0 | -- | -- |
| Mar 2011 | $537M | $537M | $0 | -- | -- |
| Mar 2009 | $507.9M | $507.9M | $0 | -- | -- |
| Oct 2007 | $881.8M | $881.8M | $0 | -- | -- |
DateMay 2024
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees20
Clients35
DateMar 2024
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees22
Clients35
DateSep 2023
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees32
Clients44
DateSep 2023
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees32
Clients44
DateSep 2023
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees32
Clients44
DateJul 2023
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees32
Clients44
DateJun 2023
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees32
Clients44
DateMar 2023
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees32
Clients44
DateNov 2022
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees28
Clients52
DateJun 2022
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees28
Clients52
DateApr 2022
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees28
Clients52
DateMar 2022
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees28
Clients52
DateJan 2022
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees24
Clients69
DateOct 2021
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees24
Clients69
DateOct 2021
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees24
Clients69
DateMar 2021
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees24
Clients69
DateDec 2020
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees24
Clients85
DateAug 2020
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees24
Clients85
DateJun 2020
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees24
Clients85
DateApr 2020
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees24
Clients85
DateMar 2020
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees24
Clients85
DateApr 2019
Total AUM$944.5M
Discretionary$944.5M
Non-Disc.$0
Employees26
Clients80
DateMar 2019
Total AUM$765.5M
Discretionary$765.5M
Non-Disc.$0
Employees24
Clients80
DateSep 2018
Total AUM$976.1M
Discretionary$976.1M
Non-Disc.$0
Employees28
Clients101
DateAug 2018
Total AUM$976.1M
Discretionary$976.1M
Non-Disc.$0
Employees28
Clients101
DateMar 2018
Total AUM$976.1M
Discretionary$976.1M
Non-Disc.$0
Employees28
Clients101
DateSep 2017
Total AUM$900.3M
Discretionary$900.3M
Non-Disc.$0
Employees26
Clients1,800
DateAug 2017
Total AUM$900.3M
Discretionary$900.3M
Non-Disc.$0
Employees26
Clients1,800
DateMar 2017
Total AUM$900.3M
Discretionary$900.3M
Non-Disc.$0
Employees26
Clients1,800
DateJan 2017
Total AUM$968.2M
Discretionary$968.2M
Non-Disc.$0
Employees24
Clients1,700
DateAug 2016
Total AUM$968.2M
Discretionary$968.2M
Non-Disc.$0
Employees24
Clients1,700
DateJul 2016
Total AUM$968.2M
Discretionary$968.2M
Non-Disc.$0
Employees24
Clients1,700
DateMar 2016
Total AUM$968.2M
Discretionary$968.2M
Non-Disc.$0
Employees24
Clients1,700
DateMar 2016
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees28
Clients1,778
DateOct 2015
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees28
Clients1,778
DateAug 2015
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees28
Clients1,778
DateMar 2015
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees28
Clients1,839
DateMar 2014
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees27
Clients4,800
DateJan 2014
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees25
Clients4,800
DateJan 2014
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees25
Clients4,800
DateOct 2013
Total AUM$606M
Discretionary$606M
Non-Disc.$0
Employees29
Clients1,400
DateAug 2013
Total AUM$600.5M
Discretionary$600.5M
Non-Disc.$0
Employees29
Clients1,400
DateMar 2013
Total AUM$547.3M
Discretionary$547.3M
Non-Disc.$0
Employees29
Clients1,400
DateOct 2012
Total AUM$508.4M
Discretionary$508.4M
Non-Disc.$0
Employees11
Clients1,400
DateMar 2012
Total AUM$508.4M
Discretionary$508.4M
Non-Disc.$0
Employees11
Clients1,400
DateMar 2012
Total AUM$508.4M
Discretionary$508.4M
Non-Disc.$0
Employees11
Clients1,400
DateAug 2011
Total AUM$537M
Discretionary$537M
Non-Disc.$0
Employees--
Clients--
DateMar 2011
Total AUM$537M
Discretionary$537M
Non-Disc.$0
Employees--
Clients--
DateMar 2009
Total AUM$507.9M
Discretionary$507.9M
Non-Disc.$0
Employees--
Clients--
DateOct 2007
Total AUM$881.8M
Discretionary$881.8M
Non-Disc.$0
Employees--
Clients--