Atlas Private Wealth Management, LLC

Atlas Private Wealth Management, LLC (CRD# 145331) is a financial advisory firm headquartered in North Adams, MA. They manage $900,304,239 in 3,466 accounts and serve the financial needs of clients across 52 states (or territories).

By the Numbers
  • Total Assets Under Management
    900
    MILLION
  • Total Number of Accounts
    3,466
    ACCOUNTS
  • Average Account Value
    $259,753
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)
  • 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 - 10 of 14 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 16 years of experience in the finance industry.

2
Timothy S. Hamilton
CRD#: 6780937
3 Atrium Drive, Suite 265, Albany, NY 12205
96
Wealthminder
score

Timothy Hamilton (CRD# 6780937) is an Investment Advisor Representative working at Atlas Private Wealth Management, LLC in Albany, NY and has over 5 years of experience in the finance industry. Timothy Hamilton 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
Robert M. Palmer
CRD#: 3117738
3 Atrium Drive, Suite 265, Albany, NY 12205
96
Wealthminder
score

Robert Palmer (CRD# 3117738) is an Investment Advisor Representative working at Atlas Private Wealth Management, LLC in Albany, NY and has over 5 years of experience in the finance industry. Robert Palmer 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.

4
James C. Aiello
CRD#: 1763863
3 Atrium Drive, Suite 265, Albany, NY 12205
93
Wealthminder
score

James Aiello (CRD# 1763863) is an Investment Advisor Representative working at Atlas Private Wealth Management, LLC in Albany, NY and has over 21 years of experience in the finance industry.

5
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 15 years of experience in the finance industry.

6
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 20 years of experience in the finance industry.

7
Lissa M. McNaughton
CRD#: 1578960
3 Atrium Drive, Suite 265, Albany, NY 12205
93
Wealthminder
score

Lissa McNaughton (CRD# 1578960) is an Investment Advisor Representative working at Atlas Private Wealth Management, LLC in Albany, NY and has over 23 years of experience in the finance industry.

8
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.

9
Brendan T. Walsh
CRD#: 4330572
3 Atrium Drive, Suite 265, Albany, NY 12205
93
Wealthminder
score

Brendan Walsh (CRD# 4330572) is an Investment Advisor Representative working at Atlas Private Wealth Management, LLC in Albany, NY and has over 17 years of experience in the finance industry.

10
Justin M. Bogardus
CRD#: 6548681
3 Atrium Drive, Suite 265, Albany, NY 12205
89
Wealthminder
score

Justin Bogardus (CRD# 6548681) is an Investment Advisor Representative working at Atlas Private Wealth Management, LLC in Albany, NY and has over 2 years of experience in the finance industry.

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