Atlas Private Wealth Management, LLC

Atlas Private Wealth Management, LLC (CRD# 145331) is a financial advisory firm headquartered in North Adams, MA. They manage $968,165,908 in 4,380 accounts and serve the financial needs of clients across 52 states (or territories).

By the Numbers
  • Total Assets Under Management
    968
    MILLION
  • Total Number of Accounts
    4,380
    ACCOUNTS
  • Average Account Value
    $221,042
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
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.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

Financial Advisors at Atlas Private Wealth Management, LLC
Showing 1 - 9 of 9 top financial advisors.
1
Gregory R. Britton
CRD#: 4486916
26 Union Street, North Adams, MA 01247
96
Wealthminder
score

Gregory Britton (CRD# 4486916) is an Investment Advisor Representative working at Atlas Private Wealth Management, LLC in North Adams, MA and has over 15 years of experience in the finance industry.

2
James C. Aiello
CRD#: 1763863
3505 Richville Road, Manchester Center, VT 05255
93
Wealthminder
score

James Aiello (CRD# 1763863) is an Investment Advisor Representative working at Atlas Private Wealth Management, LLC in Manchester Center, VT and has over 20 years of experience in the finance industry.

3
John A. Bielski
CRD#: 4715875
25 Main Street, Williamstown, MA 01267
93
Wealthminder
score

John Bielski (CRD# 4715875) is an Investment Advisor Representative working at Atlas Private Wealth Management, LLC in Williamstown, MA and has over 14 years of experience in the finance industry.

4
Joseph C. Kroboth
CRD#: 3042538
26 Union Street, North Adams, MA 01247
93
Wealthminder
score

Joseph Kroboth (CRD# 3042538) is an Investment Advisor Representative working at Atlas Private Wealth Management, LLC in North Adams, MA and has over 19 years of experience in the finance industry.

5
John C. Ogle
CRD#: 1802437
26 Union Street, North Adams, MA 01247
93
Wealthminder
score

John Ogle (CRD# 1802437) is an Investment Advisor Representative working at Atlas Private Wealth Management, LLC in North Adams, MA and has over 16 years of experience in the finance industry.

6
David Bogonovich
CRD#: 4553947
3505 Richville Road, Manchester Center, VT 05255
87
Wealthminder
score

David Bogonovich (CRD# 4553947) is an Investment Advisor Representative working at Atlas Private Wealth Management, LLC in Manchester Center, VT and has 1 year of experience in the finance industry.

7
Toby A. Potterton
CRD#: 6311808
26 Union Street, North Adams, MA 01247
73
Wealthminder
score

Toby Potterton (CRD# 6311808) is an Investment Advisor Representative working at Atlas Private Wealth Management, LLC in North Adams, MA and has over 6 years of experience in the finance industry.

8
Kollin Allard
CRD#: 6468527
26 Union Street, North Adams, MA 01247
70
Wealthminder
score

Kollin Allard (CRD# 6468527) is an Investment Advisor Representative working at Atlas Private Wealth Management, LLC in North Adams, MA and has over 6 years of experience in the finance industry.

9
Laura M. Moore
CRD#: 3110505
26 Union Street, North Adams, MA 01247
69
Wealthminder
score

Laura Moore (CRD# 3110505) is an Investment Advisor Representative working at Atlas Private Wealth Management, LLC in North Adams, MA and has over 3 years of experience in the finance industry.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.