ATLAS PRIVATE WEALTH MANAGEMENT, LLC

ALBANY, New York·6 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
6
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

6 registered advisors
Brendan Thomas Walsh
ALBANY, New York
John C Ogle
ALBANY, New York
Kristen Therese O'brien
ALBANY, New York
Matthew David Sauer
WILLIAMSTOWN, Massachusetts
Sarah Lynn Rapke
ALBANY, New York
Toby Arthur Potterton
ALBANY, New York
05

Office Locations

ALBANY, New York
5 advisors
WILLIAMSTOWN, Massachusetts
1 advisor

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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.