ATLAS PRIVATE WEALTH MANAGEMENT, LLC

ALBANY, New York·13 registered advisors·CRD# 145331
SEC# 801-684443(518) 482-5777
01

Firm Overview

AUM
$1.3B
Regulatory assets under management
Employees
20
Total firm employees
Advisors
13
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Charitable organization or education services
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at ATLAS PRIVATE WEALTH MANAGEMENT, LLC

13 registered advisors
Brendan Thomas Walsh
ALBANY, New York
Carrie Charbonneau
ALBANY, New York
Donald Rosaire Dion
WILLIAMSTOWN, Massachusetts
Donald W Carman
NORTH ADAMS, Massachusetts
Joanne Langhauser
ALBANY, New York
John C Ogle
ALBANY, New York
Kristen Therese O'brien
ALBANY, New York
Lisa Hoessle
NORTH ADAMS, Massachusetts
Matthew David Sauer
WILLIAMSTOWN, Massachusetts
Michael J Hickey
NORTH ADAMS, Massachusetts
Sarah Lynn Rapke
ALBANY, New York
Steven Petrie
NORTH ADAMS, Massachusetts
Toby Arthur Potterton
ALBANY, New York
05

Office Locations

ALBANY, New York
7 advisors
NORTH ADAMS, Massachusetts
4 advisors
WILLIAMSTOWN, Massachusetts
2 advisors

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Data sourced from SEC Form ADV filings. ATLAS PRIVATE WEALTH MANAGEMENT, LLC (CRD# 145331) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.