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ATW PARTNERS LLC

NEW YORK, NY · CRD 283146 · IAPD ↗ · 646-975-5548

$1.15BRegulatory AUM
8Advisory reps
16Employees
0Clients
n/aPlanning clients
34Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

70
April 2026 — ATW PARTNERS LLC crossed $1B in regulatory AUM ($581.1M -> $1.15B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
55
April 2025 — ATW PARTNERS LLC crossed $500M in regulatory AUM ($497.4M -> $581.1M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
April 2025 — ATW PARTNERS LLC grew from 6 to 8 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
38
April 2024 — ATW PARTNERS LLC shrank from 9 to 6 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.