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ATLAS PRIVATE WEALTH ADVISORS
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ATLAS PRIVATE WEALTH ADVISORS
(CRD# 283744)
is an SEC-Registered Investment Advisor (RIA), headquartered in
Matawan, NJ.
The SEC approved the firm to operate as an RIA in
Jun 2016.
In
Sep 2018,
the firm reported total Regulatory Assets Under Management (RAUM) of
$184.8 Million,
and has discretion over
100%
of those assets.
Pooled investment vehicles (Private Funds) account for
0%
of RAUM.
Non-US investors represent
0%
.
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ATLAS PRIVATE WEALTH ADVISORS
also reported in
Sep 2018:
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11
employees,
with
6
performing advisory functions.
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A total of 4 office locations.
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No registrations with foreign financial regulatory authorities.
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NO OPERATIONS as a Commodity Pool Operator (CPO) or Commodity Trading Advisor (CTA).
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ATLAS PRIVATE WEALTH ADVISORS has no disclosure events reported to the SEC at this time.
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ATLAS PRIVATE WEALTH ADVISORS has Notice Filings with the following State Securities Authorities:
CA-Nov 2016, FL-Jun 2016, LA-Jun 2016, MA-May 2018, NC-Jun 2016
, NJ-Sep 2016, NY-Jun 2016, PA-Jun 2016, TX-Jun 2016, VA-Jun 2016
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The information presented above was gleaned from the SEC
website and is believed to be accurate.
FindingFraud.org is presenting this data for
informational purposes only and assumes no
responsibility for errors or omissions. Please
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provided erroneous data to the SEC. Feel Free to
contact FindingFraud.org with questions or concerns.
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