ATLAS PRIVATE WEALTH ADVISORS, LLC
Legal name: ATLAS PRIVATE WEALTH ADVISORS
CRD #283744 SEC #801-107919 RED BANK, NJ (888) 996-2666
SEC Registered
Total AUM
$688.1M
Discretionary
$687.6M
Employees
21
Clients
0
Accounts
2,524
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $688.1M | $687.6M | $500K | 21 | 0 |
| Sep 2025 | $688.1M | $687.6M | $500K | 21 | 0 |
| Aug 2025 | $688.1M | $687.6M | $500K | 21 | 0 |
| Jun 2025 | $688.1M | $687.6M | $500K | 21 | 0 |
| Mar 2025 | $688.1M | $687.6M | $500K | 21 | 0 |
| Dec 2024 | $557.7M | $548.4M | $9.3M | 21 | 0 |
| Nov 2024 | $557.7M | $548.4M | $9.3M | 21 | 0 |
| Jul 2024 | $557.7M | $548.4M | $9.3M | 21 | 0 |
| Mar 2024 | $557.7M | $548.4M | $9.3M | 21 | 0 |
| Dec 2023 | $509.6M | $509.6M | $0 | 28 | 1 |
| Nov 2023 | $509.6M | $509.6M | $0 | 28 | 1 |
| Mar 2023 | $509.6M | $509.6M | $0 | 28 | 1 |
| Aug 2022 | $469.4M | $469.4M | $0 | 17 | 0 |
| May 2022 | $469.4M | $469.4M | $0 | 17 | 0 |
| Apr 2022 | $469.4M | $469.4M | $0 | 17 | 0 |
| Mar 2022 | $469.4M | $469.4M | $0 | 17 | 0 |
| Oct 2021 | $365.9M | $365.9M | $0 | 15 | 0 |
| Aug 2021 | $365.9M | $365.9M | $0 | 15 | 0 |
| Jun 2021 | $365.9M | $365.9M | $0 | 15 | 0 |
| Apr 2021 | $365.9M | $365.9M | $0 | 15 | 0 |
| Mar 2021 | $365.9M | $365.9M | $0 | 15 | 0 |
| Nov 2020 | $303.9M | $303.9M | $0 | 17 | 0 |
| Oct 2020 | $303.9M | $303.9M | $0 | 17 | 0 |
| Jul 2020 | $303.9M | $303.9M | $0 | 17 | 0 |
| Jun 2020 | $303.9M | $303.9M | $0 | 17 | 0 |
| May 2020 | $303.9M | $303.9M | $0 | 17 | 0 |
| Mar 2020 | $303.9M | $303.9M | $0 | 17 | 0 |
| Nov 2019 | $225.9M | $225.9M | $0 | 15 | 0 |
| Aug 2019 | $225.9M | $225.9M | $0 | 15 | 0 |
| Jul 2019 | $225.9M | $225.9M | $0 | 15 | 0 |
| Mar 2019 | $225.9M | $225.9M | $0 | 15 | 0 |
| Sep 2018 | $184.8M | $184.8M | $0 | 11 | 0 |
| May 2018 | $184.8M | $184.8M | $0 | 11 | 0 |
| Apr 2018 | $184.8M | $184.8M | $0 | 11 | 0 |
| Mar 2018 | $184.8M | $184.8M | $0 | 11 | 0 |
| Oct 2017 | $122.6M | $122.6M | $0 | 6 | 0 |
| Apr 2017 | $122.6M | $122.6M | $0 | 6 | 400 |
| Apr 2017 | $122.6M | $122.6M | $0 | 6 | 400 |
| Mar 2017 | $122.6M | $122.6M | $0 | 6 | 400 |
| Mar 2017 | $122.6M | $122.6M | $0 | 6 | 400 |
| Nov 2016 | $109.6M | $109.6M | $0 | 5 | 0 |
| Sep 2016 | $109.6M | $109.6M | $0 | 5 | 0 |
| Jun 2016 | $0 | $0 | $0 | 5 | 0 |
| Jun 2016 | $0 | $0 | $0 | 5 | 0 |
| Jun 2016 | $0 | $0 | $0 | 5 | 0 |
| Jun 2016 | $0 | $0 | $0 | 5 | 0 |
| May 2016 | $0 | $0 | $0 | 5 | 0 |
| May 2016 | $0 | $0 | $0 | 5 | 0 |
DateOct 2025
Total AUM$688.1M
Discretionary$687.6M
Non-Disc.$500K
Employees21
Clients0
DateSep 2025
Total AUM$688.1M
Discretionary$687.6M
Non-Disc.$500K
Employees21
Clients0
DateAug 2025
Total AUM$688.1M
Discretionary$687.6M
Non-Disc.$500K
Employees21
Clients0
DateJun 2025
Total AUM$688.1M
Discretionary$687.6M
Non-Disc.$500K
Employees21
Clients0
DateMar 2025
Total AUM$688.1M
Discretionary$687.6M
Non-Disc.$500K
Employees21
Clients0
DateDec 2024
Total AUM$557.7M
Discretionary$548.4M
Non-Disc.$9.3M
Employees21
Clients0
DateNov 2024
Total AUM$557.7M
Discretionary$548.4M
Non-Disc.$9.3M
Employees21
Clients0
DateJul 2024
Total AUM$557.7M
Discretionary$548.4M
Non-Disc.$9.3M
Employees21
Clients0
DateMar 2024
Total AUM$557.7M
Discretionary$548.4M
Non-Disc.$9.3M
Employees21
Clients0
DateDec 2023
Total AUM$509.6M
Discretionary$509.6M
Non-Disc.$0
Employees28
Clients1
DateNov 2023
Total AUM$509.6M
Discretionary$509.6M
Non-Disc.$0
Employees28
Clients1
DateMar 2023
Total AUM$509.6M
Discretionary$509.6M
Non-Disc.$0
Employees28
Clients1
DateAug 2022
Total AUM$469.4M
Discretionary$469.4M
Non-Disc.$0
Employees17
Clients0
DateMay 2022
Total AUM$469.4M
Discretionary$469.4M
Non-Disc.$0
Employees17
Clients0
DateApr 2022
Total AUM$469.4M
Discretionary$469.4M
Non-Disc.$0
Employees17
Clients0
DateMar 2022
Total AUM$469.4M
Discretionary$469.4M
Non-Disc.$0
Employees17
Clients0
DateOct 2021
Total AUM$365.9M
Discretionary$365.9M
Non-Disc.$0
Employees15
Clients0
DateAug 2021
Total AUM$365.9M
Discretionary$365.9M
Non-Disc.$0
Employees15
Clients0
DateJun 2021
Total AUM$365.9M
Discretionary$365.9M
Non-Disc.$0
Employees15
Clients0
DateApr 2021
Total AUM$365.9M
Discretionary$365.9M
Non-Disc.$0
Employees15
Clients0
DateMar 2021
Total AUM$365.9M
Discretionary$365.9M
Non-Disc.$0
Employees15
Clients0
DateNov 2020
Total AUM$303.9M
Discretionary$303.9M
Non-Disc.$0
Employees17
Clients0
DateOct 2020
Total AUM$303.9M
Discretionary$303.9M
Non-Disc.$0
Employees17
Clients0
DateJul 2020
Total AUM$303.9M
Discretionary$303.9M
Non-Disc.$0
Employees17
Clients0
DateJun 2020
Total AUM$303.9M
Discretionary$303.9M
Non-Disc.$0
Employees17
Clients0
DateMay 2020
Total AUM$303.9M
Discretionary$303.9M
Non-Disc.$0
Employees17
Clients0
DateMar 2020
Total AUM$303.9M
Discretionary$303.9M
Non-Disc.$0
Employees17
Clients0
DateNov 2019
Total AUM$225.9M
Discretionary$225.9M
Non-Disc.$0
Employees15
Clients0
DateAug 2019
Total AUM$225.9M
Discretionary$225.9M
Non-Disc.$0
Employees15
Clients0
DateJul 2019
Total AUM$225.9M
Discretionary$225.9M
Non-Disc.$0
Employees15
Clients0
DateMar 2019
Total AUM$225.9M
Discretionary$225.9M
Non-Disc.$0
Employees15
Clients0
DateSep 2018
Total AUM$184.8M
Discretionary$184.8M
Non-Disc.$0
Employees11
Clients0
DateMay 2018
Total AUM$184.8M
Discretionary$184.8M
Non-Disc.$0
Employees11
Clients0
DateApr 2018
Total AUM$184.8M
Discretionary$184.8M
Non-Disc.$0
Employees11
Clients0
DateMar 2018
Total AUM$184.8M
Discretionary$184.8M
Non-Disc.$0
Employees11
Clients0
DateOct 2017
Total AUM$122.6M
Discretionary$122.6M
Non-Disc.$0
Employees6
Clients0
DateApr 2017
Total AUM$122.6M
Discretionary$122.6M
Non-Disc.$0
Employees6
Clients400
DateApr 2017
Total AUM$122.6M
Discretionary$122.6M
Non-Disc.$0
Employees6
Clients400
DateMar 2017
Total AUM$122.6M
Discretionary$122.6M
Non-Disc.$0
Employees6
Clients400
DateMar 2017
Total AUM$122.6M
Discretionary$122.6M
Non-Disc.$0
Employees6
Clients400
DateNov 2016
Total AUM$109.6M
Discretionary$109.6M
Non-Disc.$0
Employees5
Clients0
DateSep 2016
Total AUM$109.6M
Discretionary$109.6M
Non-Disc.$0
Employees5
Clients0
DateJun 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateJun 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateJun 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateJun 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateMay 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateMay 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0