Atlas Private Wealth Advisors

Wealth Management Firm in Old Bridge, NJ

Firm Info
Address: 14 Cliffwood Ave W, Matawan, NJ 07747, USA
Phone: (888) 996-2666

Firm Size
Assets Under Management: $469.4 million
# of Advisors: 11
# of Clients: 2,026
Client to Advisor Ratio: 184:1
Average Account Size: $231,681
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Selection of Others Advisors

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Pension & Profit Sharing Plans
  • Charitable Organizations
  • Corporations or Other Businesses Not Listed Above

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Hourly
  • Fixed Fees (Other than subscription)

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Atlas Private Wealth Advisors Overview

Atlas Private Wealth Advisors is a Fee-Only registered investment advisory firm located in Matawan, New Jersey. The firm was established in 2016 and has been providing investment advice only since then. As a Fee-Only firm, Atlas is committed to providing objective and unbiased advice to its clients. The firm is solely compensated by its clients and does not receive any commissions or incentives from third-party providers. Atlas Private Wealth Advisors offers a range of financial planning and portfolio management services for both individuals and small businesses. Clients can expect a customized approach to their investment needs and a thorough analysis of their financial situation. The firm aims to guide clients towards achieving their financial goals by creating a well-diversified portfolio that aligns with their needs and risk tolerance. In addition to its financial planning and portfolio management services, Atlas also provides clients with access to a selection of other advisors. This includes insurance advisors, tax professionals, and estate planning attorneys. By partnering with outside experts, Atlas is able to offer a comprehensive approach to financial planning and management, designed to address all aspects of a client's financial picture.

ATLAS PRIVATE WEALTH ADVISORS is a leading financial consulting firm that serves a wide range of clients. Their client base includes individuals seeking expert financial advice, high net worth individuals who require customized wealth management solutions, pension or profit sharing plans for corporate clients, and charitable organizations that require investment planning and asset allocation advice. In addition, the firm caters to various other types of corporations looking to enhance their financial portfolio and investment strategies. ATLAS PRIVATE WEALTH ADVISORS offers three different fee structures depending on the service provided. The first option is percentage of AUM, that is Assets Under Management. This fee structure is based on the total value of the client’s assets that are being managed by the firm. The second option is an hourly fee, which is charged according to the amount of time spent by the advisor working on the client's finances. The third option is fixed fees, which are predetermined and agreed upon prior to the start of the engagement. These fees are generally applied to specific projects or services. With these flexible fee structures, ATLAS PRIVATE WEALTH ADVISORS caters to clients with varying financial needs and budgets, ensuring that every client receives the best possible advice and solutions that meet their unique objectives.

Typical Clients, Fee Structures & Investment Minimum

Unfortunately, the Part 2 Brochure for Atlas Private Wealth Advisors does not mention anything about their investment minimum.

How This Office Can Help Old Bridge, NJ Residents

Atlas Private Wealth Advisors is a financial planning and advisory firm located in Old Bridge, NJ, that helps individuals and families navigate the complexities of finance. They offer comprehensive financial planning services, investment management, and retirement planning. They focus on understanding clients' unique circumstances and goals, creating customized strategies to achieve long-term financial success. Old Bridge, NJ, is known for its diverse population and varied economic climate, making financial planning challenging. Many residents face financial difficulties such as high taxes, rising healthcare costs, and a competitive job market. Moreover, the area's real estate market can be volatile, making homeownership difficult. Atlas Private Wealth Advisors helps clients navigate these challenges by creating personalized financial plans tailored to their specific needs. The firm educates clients on investment opportunities, tax-saving strategies, and retirement planning, ensuring they achieve financial stability and achieve their financial goals.

To view the Minimum Investment and Fee Schedule for Atlas Private Wealth Advisors, visit their Part 2 Brochure.

Services Offered by Atlas Private Wealth Advisors

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Atlas Private Wealth Advisors most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Hourly
Fixed Fees (Other than subscription)
Unavailable
Subscription (Newsletter or Periodical)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 14 Cliffwood Ave W, Matawan, NJ 07747, USA
Phone (888) 996-2666
Directions
Google My Business Reviews:
5 Stars

Other Office Locations

Firm Headquarters
Firm headquarters location 14 CLIFFWOOD AVENUE, MATAWAN, NJ 7747, United States

This firm has no other locations.

State Registrations

Atlas Private Wealth Advisors is registered to service clients in the following states:

  • Arizona
  • California
  • Colorado
  • Connecticut
  • Delaware
  • Florida
  • Georgia
  • Louisiana
  • Maine
  • Maryland
  • Massachusetts
  • New Jersey
  • New York
  • North Carolina
  • Oregon
  • Pennsylvania
  • South Carolina
  • Texas
  • Virginia

Disciplinary History

Atlas Private Wealth Advisors does not have any disclosures. Please visit it's Form ADV for more details.