Atlas Private Wealth Management, LLC is a large advisory firm based in Albany. It manages $944.55 million of regulatory assets for 3,394 client accounts. It has been registered with the SEC as an adviser since 2014 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 49 other states.
Atlas Private Wealth Management provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, selection of other advisers, and educational seminars and workshops. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Atlas Private Wealth Management, LLC is $944.55 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -6% since the beginning of its operation, and $1.17 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Atlas Private Wealth Management, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, high net worth individuals, corporations or other businesses, and pension and profit sharing plans. The largest group of clients of Atlas Private Wealth Management is high net worth individuals with 260 clients and $508.22 million of assets under management. Among the 8 most similar advisory firms, Atlas Private Wealth Management has the 2nd highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $944.55 million for 1,483 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 1% of the firm’s clients are foreign persons or businesses.
Atlas Private Wealth Management doesn't advise any private funds.
The company employs 26 people that are either part- or full-time employees. 46 percent of the employees work as investment advisers or researchers. 11 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
John C Ogle has served as the Chief Investment Officer since 1 Nov 2015. Focus Financial Partners Inc. joined the executive team most recently as the Member.
The principal office where Atlas Private Wealth Management, LLC performs its advisory services is located at 3 Atrium Drive, Suite 265, Albany, NY 12205 6400, which is also the mailing address of the firm. An additional office of the firm is in North Adams, MA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 800-432-7447 or by fax 518-453-6085. The normal business hours are 8:00 am - 4:30 pm on Monday - Friday. You can find more information about the New York firm at atlaspwm.com.