Atlas Private Wealth Advisors

Atlas Private Wealth Advisors (CRD# 283744) is a financial advisory firm headquartered in Matawan, NJ. They manage $122,574,937 in 705 accounts and serve the financial needs of clients across 9 states (or territories).

By the Numbers
  • Total Assets Under Management
    123
    MILLION
  • Total Number of Accounts
    705
    ACCOUNTS
  • Average Account Value
    $173,865
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, FL, LA, NC, NJ, NY, PA, TX, VA

Financial Advisors at Atlas Private Wealth Advisors
Showing 1 - 6 of 6 top financial advisors.
1
Sandra H. Dalton
CRD#: 2423088
14 Cliffwood Ave, Suite 250b, Matawan, NJ 07747
96
Wealthminder
score

Sandra Dalton (CRD# 2423088) is an Investment Advisor Representative working at Atlas Private Wealth Advisors in Matawan, NJ and has over 20 years of experience in the finance industry.

2
Juan A. Perez Mayo
CRD#: 4553196
14 Cliffwood Avenue, Matawan, NJ 07747
96
Wealthminder
score

Juan Perez Mayo (CRD# 4553196) is an Investment Advisor Representative working at Atlas Private Wealth Advisors in Matawan, NJ and has over 15 years of experience in the finance industry. Juan Perez Mayo has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Samudra P. Raychaudhuri
CRD#: 5430134
14 Cliffwood Avenue, Matawan, NJ 07747
93
Wealthminder
score

Samudra Raychaudhuri (CRD# 5430134) is an Investment Advisor Representative working at Atlas Private Wealth Advisors in Matawan, NJ and has over 9 years of experience in the finance industry.

4
Travis F. Dauchy
CRD#: 4210496
18100 Van Karmin Ave, Suite 850, Irvine, CA 92612
86
Wealthminder
score

Travis Dauchy (CRD# 4210496) is an Investment Advisor Representative working at Atlas Private Wealth Advisors in Irvine, CA and has over 17 years of experience in the finance industry. Travis Dauchy has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Marc A. Kane
CRD#: 4613446
330 Milltown Road, East Brunswick, NJ 08816
73
Wealthminder
score

Marc Kane (CRD# 4613446) is an Investment Advisor Representative working at Atlas Private Wealth Advisors in East Brunswick, NJ and has over 14 years of experience in the finance industry.

6
Vladislav Krubich
CRD#: 3240656
14 Cliffwood Avenue, Matawan, NJ 07747
66
Wealthminder
score

Vladislav Krubich (CRD# 3240656) is an Investment Advisor Representative working at Atlas Private Wealth Advisors in Matawan, NJ and has over 17 years of experience in the finance industry. Vladislav Krubich has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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