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ATLAS PRIVATE WEALTH ADVISORS

RED BANK, NJ · CRD 283744 · IAPD ↗ · (888) 996-2666

$859.8MRegulatory AUM
14Advisory reps
29Employees
37Clients
26-50Planning clients
0Private funds
23States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

53
June 2026 — ATLAS PRIVATE WEALTH ADVISORS added office(s): 11 -> 12 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
53
April 2026 — ATLAS PRIVATE WEALTH ADVISORS added office(s): 8 -> 11 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
53
April 2026 — ATLAS PRIVATE WEALTH ADVISORS notice-filed in ID, NH, NV, OH, WA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
67
April 2026 — ATLAS PRIVATE WEALTH ADVISORS reports 26-50 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
53
December 2025 — ATLAS PRIVATE WEALTH ADVISORS added office(s): 7 -> 8 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
48
April 2025 — ATLAS PRIVATE WEALTH ADVISORS moved its main office from MATAWAN, NJ to RED BANK, NJ.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
53
April 2024 — ATLAS PRIVATE WEALTH ADVISORS added office(s): 6 -> 7 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

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