Hedge Fund Database

ATLAS PRIVATE WEALTH ADVISORS

ATLAS PRIVATE WEALTH ADVISORS, LLC Legal Name

Adviser information for ATLAS PRIVATE WEALTH ADVISORS last updated from Form ADV on March 27th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Limited Liability Company
Fiscal Year End DECEMBER
Legal Location New Jersey, United States

Employees

Total Number of Employees 21
Investment Advisory/Research 11
Registered Broker-Dealer Representatives 10
Registered State Investment Advisers 10
Licensed Agents of an Insurance Company 7
No. of Firms/People that Solicit Clients 2

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 2,154 $548.4M
Non-Discretionary 13 $9.3M
Total 2,167 $557.7M

Clients

Type Number RAUM
Individuals 1,081 $192.6M
HNW Individuals 206 $355.8M
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans 13 $9.3M
Charitable organizations 0 $0
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 0 $0
Other 0 $0
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 1
No. of Financial Planning Clients 0

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businessesSelection of other advisers (including private fund managers)
Compensation % of AUMHourly chargesFixed fees

Wrap Fee Program

Offers Wrap Fee Program Yes
Acting As RAUM
Sponsor 545.1M
Portfolio Manager 545.1M
Both for Same 545.1M
Portfolio Manager to Program Sponsor
ATLAS PRIVATE WEALTH ADVISORS WRAP PROGRAM ATLAS PRIVATE WALTH ADVISORS, LLC

Identifiers

SEC RIA File Number 801-107919
SEC ERA File Number 801-107919
SEC CIK Numbers 1814234
SEC CRD Numbers 283744
Legal Entity Identifier None

Principal Office

14 CLIFFWOOD AVENUE
MATAWAN
NJ
United States
Monday - Friday, 9:00 - 4:30
Tel: (888) 996-2666, Fax: (732) 242-4055

Websites

www.atlasprivatewealthadvisors.com www.facebook.com/atlasprivatewealthadvisors championfinancialteam.com

Chief Compliance Officer

VLADISLAV KRUBICH
MANAGING MEMBER
14 CLIFFWOOD AVENUE
MATAWAN
NJ
United States
Tel: (888)996-2666
Fax: (732) 242-4055
(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
PEREZ MAYO, JUAN, ANTONIO Individual – MANAGING MEMBER 04/2016 50-75%
KRUBICH, VLADISLAV Individual – MANAGING MEMBER / CHIEF COMPLIANCE OFFICER 04/2016 50-75%
CRESPO, TRACEY, Micheal Individual – CHIEF OPERATING OFFICER 08/2021 < 5%

No. Employees, Historic

30150201920202021202220232024202515 on 7/29/201915 on 8/15/201915 on 11/15/201917 on 3/27/202017 on 5/13/202017 on 6/30/202017 on 7/14/202017 on 10/5/202017 on 11/17/202015 on 3/30/202115 on 4/22/202115 on 6/3/202115 on 8/10/202115 on 10/6/202117 on 3/21/202217 on 4/25/202217 on 5/25/202217 on 8/24/202228 on 3/23/202328 on 11/17/202328 on 12/13/202321 on 3/27/2024

RAUM, Historic

600M300M02019202020212022202320242025225945818 on 7/29/2019225945818 on 8/15/2019225945818 on 11/15/2019303909965 on 3/27/2020303909965 on 5/13/2020303909965 on 6/30/2020303909965 on 7/14/2020303909965 on 10/5/2020303909965 on 11/17/2020365881889 on 3/30/2021365881889 on 4/22/2021365881889 on 6/3/2021365881889 on 8/10/2021365881889 on 10/6/2021469385474 on 3/21/2022469385474 on 4/25/2022469385474 on 5/25/2022469385474 on 8/24/2022509617730 on 3/23/2023509617730 on 11/17/2023509617730 on 12/13/2023557680331 on 3/27/2024

No. Clients, Historic

2,0001,00002019202020212022202320242025779 on 7/29/2019779 on 8/15/2019779 on 11/15/20191258 on 3/27/20201258 on 5/13/20201258 on 6/30/20201258 on 7/14/20201258 on 10/5/20201258 on 11/17/20201041 on 3/30/20211041 on 4/22/20211041 on 6/3/20211041 on 8/10/20211041 on 10/6/20211112 on 3/21/20221112 on 4/25/20221112 on 5/25/20221112 on 8/24/20221377 on 3/23/20231377 on 11/17/20231377 on 12/13/20231300 on 3/27/2024

Holdings

From latest 13F, filed July 12th, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
ABBVIE INC COM 805K 5K –
ADVANCED MICRO DEVICES INC COM 507K 3K –
ALPHABET INC CAP STK CL A 2M 9K –
ALPHABET INC CAP STK CL C 4M 21K –
AMAZON COM INC COM 4M 22K –
AMERICAN EXPRESS CO COM 700K 3K –
AMGEN INC COM 2M 6K –
APOLLO GLOBAL MGMT INC COM 307K 3K –
APPLE INC COM 21M 97K –
AT&T INC COM 2M 127K –
BANK AMERICA CORP COM 285K 7K –
BERKSHIRE HATHAWAY INC DEL CL B NEW 628K 2K –
BROADCOM INC COM 762K 473 –
CHEVRON CORP NEW COM 2M 11K –
CLOROX CO DEL COM 2M 15K –
COCA COLA CO COM 2M 30K –
COMMERCIAL METALS CO COM 880K 16K –
CONOCOPHILLIPS COM 433K 4K –
COSTCO WHSL CORP NEW COM 2M 2K –
CROWDSTRIKE HLDGS INC CL A 230K 600 –
DIAMONDBACK ENERGY INC COM 601K 3K –
DISNEY WALT CO COM 317K 3K –
DUKE ENERGY CORP NEW COM NEW 384K 4K –
ELEVANCE HEALTH INC COM 761K 1K –
ENERGY TRANSFER L P COM UT LTD PTN 348K 21K –
EXXON MOBIL CORP COM 2M 18K –
FAIR ISAAC CORP COM 1M 674 –
FIDELITY NATIONAL FINANCIAL FNF GROUP COM 417K 8K –
FIRST TR EXCH TRADED FD III MUNI HI INCM ETF 8M 161K –
FIRST TR EXCHANGE-TRADED FD CAP STRENGTH ETF 228K 3K –
FIRST TR EXCHANGE-TRADED FD DJ INTERNT IDX 774K 4K –
FIRST TR EXCHANGE-TRADED FD DORSEY WRT 5 ETF 3M 46K –
FIRST TR EXCHANGE-TRADED FD FT VEST RIS 603K 26K –
FIRST TR EXCHANGE-TRADED FD MANAGD MUN ETF 5M 94K –
FIRST TR EXCHANGE-TRADED FD RISNG DIVD ACHIV 1M 18K –
FIRST TR EXCHANGE-TRADED FD US EQTY OPPT ETF 555K 6K –
FIRST TR NAS100 EQ WEIGHTED SHS 29M 233K –
FIRST TR VALUE LINE DIVID IN SHS 223K 5K –
FS CREDIT OPPORTUNITIES CORP COMMON STOCK 264K 41K –
FS KKR CAP CORP COM 406K 21K –
GAMCO GLOBAL GOLD NAT RES & COM SH BEN INT 41K 10K –
GENERAL MLS INC COM 256K 4K –
GILEAD SCIENCES INC COM 522K 8K –
GLOBAL NET LEASE INC COM NEW 90K 12K –
GLOBAL X FDS NASDAQ 100 COVER 9M 527K –
GLOBAL X FDS RUSSELL 2000 4M 256K –
GOLDMAN SACHS GROUP INC COM 255K 564 –
GRAYSCALE BITCOIN TR BTC SHS REP COM UT 416K 8K –
HOME DEPOT INC COM 3M 8K –
HONEYWELL INTL INC COM 309K 1K –
HUMANA INC COM 355K 950 –
INGERSOLL RAND INC COM 321K 4K –
INTERNATIONAL BUSINESS MACHS COM 291K 2K –
INVESCO EXCH TRADED FD TR II CEF INM COMPSI 214K 11K –
INVESCO EXCH TRADED FD TR II S&P500 LOW VOL 391K 6K –
INVESCO EXCHANGE TRADED FD T DIVID ACHIEVEV 6M 140K –
INVESCO EXCHANGE TRADED FD T LARGE CAP VALUE 18M 326K –
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 52M 315K –
INVESCO QQQ TR UNIT SER 1 8M 17K –
ISHARES TR 20 YR TR BD ETF 878K 10K –
ISHARES TR 7-10 YR TRSY BD 35M 377K –
ISHARES TR AGGRES ALLOC ETF 290K 4K –
ISHARES TR CORE DIV GRWTH 15M 254K –
ISHARES TR CORE HIGH DV ETF 4M 37K –
ISHARES TR CORE MSCI EAFE 265K 4K –
ISHARES TR CORE MSCI TOTAL 1M 15K –
ISHARES TR CORE S&P MCP ETF 251K 4K –
ISHARES TR CORE S&P SCP ETF 234K 2K –
ISHARES TR CORE S&P US GWT 267K 2K –
ISHARES TR CORE S&P500 ETF 1M 3K –
ISHARES TR CORE TOTAL USD 300K 7K –
ISHARES TR CORE US AGGBD ET 1M 11K –
ISHARES TR EAFE GRWTH ETF 270K 3K –
ISHARES TR EAFE VALUE ETF 332K 6K –
ISHARES TR ESG AWR MSCI USA 728K 6K –
ISHARES TR FLTG RATE NT ETF 1M 23K –
ISHARES TR IBOXX HI YD ETF 939K 12K –
ISHARES TR IBOXX INV CP ETF 743K 7K –
ISHARES TR INTL SEL DIV ETF 620K 22K –
ISHARES TR ISHARES BIOTECH 313K 2K –
ISHARES TR MRGSTR MD CP ETF 435K 6K –
ISHARES TR MSCI USA MIN VOL 2M 27K –
ISHARES TR MSCI USA QLT FCT 249K 1K –
ISHARES TR PFD AND INCM SEC 4M 112K –
ISHARES TR ROBOTICS ARTIF 662K 20K –
ISHARES TR RUSSELL 2000 ETF 888K 4K –
ISHARES TR SELECT DIVID ETF 2M 19K –
ISHARES TR US AER DEF ETF 202K 2K –
ISHARES TR US OIL GS EX ETF 289K 3K –
J P MORGAN EXCHANGE TRADED F INTL BD OPP ETF 361K 8K –
JANUS DETROIT STR TR HENDRSON AAA CL 9M 175K –
JOHNSON & JOHNSON COM 4M 26K –
JPMORGAN CHASE & CO. COM 1M 5K –
KINDER MORGAN INC DEL COM 233K 12K –
LEGG MASON ETF INVT CLEARBRIDEG LR 366K 5K –
LOWES COS INC COM 402K 2K –
MARATHON PETE CORP COM 260K 2K –
MASTERCARD INCORPORATED CL A 515K 1K –
MCDONALDS CORP COM 2M 7K –
MEDTRONIC PLC SHS 845K 11K –
MERCK & CO INC COM 3M 21K –
META PLATFORMS INC CL A 2M 4K –
METLIFE INC COM 234K 3K –
MFS CHARTER INCOME TR SH BEN INT 75K 12K –
MICRON TECHNOLOGY INC COM 211K 2K –
MICROSOFT CORP COM 8M 17K –
NETFLIX INC COM 566K 838 –
NEXTERA ENERGY INC COM 470K 7K –
NVIDIA CORPORATION COM 2M 13K –
PACER FDS TR PACER US SMALL 930K 21K –
PACER FDS TR US CASH COWS 100 1M 21K –
PALANTIR TECHNOLOGIES INC CL A 1M 46K –
PEPSICO INC COM 2M 11K –
PFIZER INC COM 2M 64K –
PHILIP MORRIS INTL INC COM 2M 19K –
PROCTER AND GAMBLE CO COM 3M 16K –
PRUDENTIAL FINL INC COM 234K 2K –
QUALCOMM INC COM 245K 1K –
QUANTA SVCS INC COM 204K 804 –
SELECT SECTOR SPDR TR FINANCIAL 13M 313K –
SELECT SECTOR SPDR TR TECHNOLOGY 3M 13K –
SIMON PPTY GROUP INC NEW COM 304K 2K –
SPDR DOW JONES INDL AVERAGE UT SER 1 26M 68K –
SPDR INDEX SHS FDS MSCI WRLD STRGIC 923K 8K –
SPDR INDEX SHS FDS PORTFLI MSCI GBL 573K 9K –
SPDR INDEX SHS FDS PORTFOLIO DEVLPD 40M 1M –
SPDR INDEX SHS FDS PORTFOLIO EMG MK 7M 184K –
SPDR S&P 500 ETF TR TR UNIT 13M 24K –
SPDR SER TR BLOOMBERG 3-12 M 226K 2K –
SPDR SER TR ICE PFD SEC ETF 5M 144K –
SPDR SER TR PORTFLI HIGH YLD 40M 2M –
SPDR SER TR PORTFOLIO AGRGTE 462K 18K –
SPDR SER TR PORTFOLIO S&P400 66M 1M –
SPDR SER TR PORTFOLIO S&P500 551K 9K –
SPDR SER TR PORTFOLIO S&P600 58M 1M –
SPDR SER TR PRTFLO S&P500 VL 306K 6K –
SPDR SER TR S&P DIVID ETF 636K 5K –
STARWOOD PPTY TR INC COM 202K 11K –
STRYKER CORPORATION COM 289K 850 –
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 575K 3K –
TESLA INC COM 2M 12K –
TEXAS INSTRS INC COM 667K 3K –
THE CIGNA GROUP COM 269K 814 –
TOTALENERGIES SE SPONSORED ADS 336K 5K –
TRANE TECHNOLOGIES PLC SHS 1M 4K –
UNITEDHEALTH GROUP INC COM 895K 2K –
VANECK ETF TRUST HIGH YLD MUNIETF 926K 18K –
VANGUARD INDEX FDS S&P 500 ETF SHS 459K 917 –
VANGUARD WORLD FD INF TECH ETF 751K 1K –
VERIZON COMMUNICATIONS INC COM 2M 60K –
VINCE HLDG CORP COM NEW 196K 142K –
VISA INC COM CL A 579K 2K –
WALMART INC COM 461K 7K –
WISDOMTREE TR US QTLY DIV GRT 1M 14K –