Atlas Private Wealth Management, LLC

Atlas Private Wealth Management, LLC (CRD# 145331) is a financial advisory firm headquartered in Albany, NY. They manage $1,256,022,576 in 3,633 accounts and serve the financial needs of clients across 53 states (or territories).

Current Firm Details
3 Atrium Drive, Suite 265, Albany, NY 12205
https://twitter.com/atlaspwm
By the Numbers
  • Total Assets Under Management
    1,256
    MILLION
  • Total Number of Accounts
    3,633
    ACCOUNTS
  • Average Account Value
    $345,726
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
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, WY

Financial Advisors at Atlas Private Wealth Management, LLC
No Advisor Found.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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