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ATLAS PRIVATE WEALTH MANAGEMENT, LLC
ALBANY, NY
(518) 482-5777
SEC #801-68444Total AUM
$1.3B
Employees
20Clients
1,444Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
3 ATRIUM DRIVE, SUITE 265
ALBANY
NY 12205-6400
United States
ALBANY
NY 12205-6400
United States
Operating Hours
8:00 AM - 4:30 PM
Monday - Friday
Monday - Friday
Phone
(518) 482-5777
Other Offices
3
Financials
Total AUM
$1.3B
Accounts
3,633Discretionary
$1.3B
Accounts
3,633Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
1,061AUM
$391M
HNW Individual Clients
369AUM
$838.1M
Pension/Profit Sharing Plan Clients
1AUM
$5.2M
Charitable Organization Clients
11AUM
$17.4M
Corporation or Business Clients
2AUM
$4.4M
Services
Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
CREDIT AND CASH MANAGEMENT SOLUTIONS, INSURANCE SOLUTIONS
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
Other Regulator Order (Past 10 Years)Other Regulator Violation FindingSEC/CFTC False Statement FindingSEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVIVTWAWIWV
Affiliates
Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 10 other businesses.