Atlas Private Wealth Advisors, LLC
● SEC registered since 2016CRD 283744SEC# 801-107919Red Bank, NJ
Reg. AUM
$859.8M
Employees
29
Accounts
3,017
Location
Red Bank, NJ
Atlas Private Wealth Advisors, LLC assets under management
Atlas Private Wealth Advisors, LLC is an SEC-registered investment adviser based in Red Bank, NJ. The firm has been registered since 2016. It reports $859.8 million in regulatory assets under management and employs 29 people.
Atlas Private Wealth Advisors, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Juan Antonio Perez Mayo Control | Managing Member | 50-75% | 2016 |
| Tracey Micheal Crespo Control | Chief Operating Officer | Under 5% | 2021 |
| Vladislav Krubich Control | Managing Member / Chief Compliance Officer | 50-75% | 2016 |
Frequently asked questions
How much does Atlas Private Wealth Advisors, LLC manage?
Atlas Private Wealth Advisors, LLC reports $859.8 million in regulatory assets under management on its Form ADV.
How many employees does Atlas Private Wealth Advisors, LLC have?
Atlas Private Wealth Advisors, LLC reports 29 employees.
Where is Atlas Private Wealth Advisors, LLC located?
Atlas Private Wealth Advisors, LLC is based in Red Bank, NJ and has been SEC-registered since 2016.
Does Atlas Private Wealth Advisors, LLC disclose fund performance?
Atlas Private Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 331 Newman Springs Rd., Suite 320, Building 3, 2nd Floor, Red Bank, NJ 07701 |
| Phone | (888) 996-2666 |
| Fax | (732) 242-4055 |
| Office hours | 9:00 - 4:30 |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$859.8M▲ 25%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 36%
Larger than 64% of 16,271 advisers
EmployeesTop 18%
More than 82% of 16,825 advisers
Assets under management
$859.8Mregulatory AUM
Discretionary $859.8M