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ATLAS PRIVATE WEALTH MANAGEMENT, LLC

ALBANY, NY · CRD 145331 · IAPD ↗ · (518) 482-5777

$1.26BRegulatory AUM
10Advisory reps
20Employees
35Clients
101-250Planning clients
0Private funds
53States
8Disclosures
wealthSegment
ApprovedSEC status

Filing changes

65
August 2024 — ATLAS PRIVATE WEALTH MANAGEMENT, LLC (ALBANY, NY) left the SEC roster (was $1.26B RAUM, 10 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
55
April 2024 — ATLAS PRIVATE WEALTH MANAGEMENT, LLC shrank from 17 to 12 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.