Atlas Private Wealth Advisors

Overview

Atlas Private Wealth Advisors is an SEC registered investment adviser based in Red Bank, NJ, registered since 2016. It reports $86M in assets under management across 3,017 accounts, with 29 employees. It has 19 investment adviser representatives.

Reported AUM

$86M

Discretionary

100%

Accounts

3,017

Average account

$285K

Employees

29

Advisory reps

19

Registered since

2016

Jurisdictions

23

As reported in the firm's July 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Selection of Other Advisors

Client types

• Corporations/Businesses
• High Net Worth Individuals
• Individuals

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets. Sponsors a wrap fee program.

Executive officers 2 of 2

• Juan Antonio Perez Mayo Managing Member CRD 4553196
• Vladislav Krubich Managing Member, Chief Compliance Officer CRD 3240656

Advisory reps 3 of 19

• Elias Jorge Burgos Insurance Agent · Registered Rep · Investment Adviser Rep CRD 7937080
• Liam Alfred Byrne Insurance Agent · Registered Rep · Investment Adviser Rep CRD 6986696
• Paul S Carpenter Insurance Agent · Registered Rep · Investment Adviser Rep CRD 1884935

16 more advisory reps, with emails, phones and branch locations

Location

Headquarters

331 Newman Springs Rd Ste 320 Bldg 3
Red Bank, NJ 07701

County

Monmouth

Metro area

New York-Newark-Jersey City, NY-NJ-PA

Region

Northeast

Registrations

• SEC registered
• Registered in 23 jurisdictions
• Website: championfinancialteam.com

Every state, with registration dates

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