Atlas Private Wealth Advisors

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Total assets under management

$688,121,996

Total clients

1,475

11% high-net worth

Total advisors

of 21 employees

Firm size

Multi Team

Average clients per advisor

113

Average account size

$466,523

Client services

Financial planning Portfolio management Selection of other advisers

Fee options

Fixed

Financial planning fixed fees generally range from $500 to $15,000 depending on complexity.

Percentage

$0 - $5,000,000+: 0.25% - 2.0%

Commissions

Commissions charged for securities transactions via LPL Financial; firm does not charge advisory fees in addition to commissions on commission products.

Project-based

Financial planning may be offered on an hourly basis; specific hourly rates not stated in brochure.

Disclosures

Main office location

Atlas Private Wealth Advisors

331 Newman Springs Rd., Suite 320, Building 3, 2 Nd Floor

Red Bank NJ 07701, United States

Number of offices

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Red Bank, NJ

Atlas Private Wealth Advisors

Joseph Z

CFA®, Series 63

Series 63, Series 65

Santa Rosa, CA

Atlas Private Wealth Advisors

Sharon G

Series 63, Series 65

Salisbury, MD

Atlas Private Wealth Advisors

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