Atlas Private Wealth Advisors
Red Bank, NJ·SEC-registered · CRD #283744
Atlas Private Wealth Advisors is an SEC-registered investment advisory firm in Red Bank, NJ managing $860M across 3.0k client accounts, with 14 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$860M
Client accounts
3.0k
Advisory staff
14
Fee model
Fee-based
How Atlas Private Wealth Advisors is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Atlas Private Wealth Advisors
How much does Atlas Private Wealth Advisors manage?
Per its most recent SEC Form ADV filing (06/08/2026), Atlas Private Wealth Advisors reports $860M in regulatory assets under management across roughly 3.0k client accounts.
How does Atlas Private Wealth Advisors charge?
Atlas Private Wealth Advisors is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Hourly, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Atlas Private Wealth Advisors a fiduciary?
Yes. Atlas Private Wealth Advisors is registered with the U.S. Securities and Exchange Commission (CRD #283744), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Atlas Private Wealth Advisors taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Atlas Private Wealth Advisors and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Atlas Private Wealth Advisors's public SEC Form ADV filing (CRD #283744, filed 06/08/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Atlas Private Wealth Advisors. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Atlas Private Wealth Advisors? Claim this profile.