Atlas Private Wealth Advisors provides financial planning, portfolio management for individuals and small businesses, selecting other managers, divorce planning, education planning, estate planning, insurance, and tax planning. Financial planning was provided to 26–50 clients last fiscal year.
Atlas Private Wealth Advisors reports 1,223 clients. They include 1,000 individual clients, 211 high-net-worth individuals, and 12 corporations and other businesses. Of its assets, 100.0% ($860M across 3,017 accounts) are managed with discretion. A wrap fee program the firm both sponsors and manages holds $2.41B. Of its clients, 1% are outside the U.S. It advised 37 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 82% | 37% |
| High-net-worth individuals | 17% | 63% |
| Corporations and other businesses | <1% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 1,000 | $316M | 36.7% | $316K |
| High-net-worth individuals | 211 | $540M | 62.9% | $2.56M |
| Corporations and other businesses | 12 | $3.79M | 0.4% | $316K |
| Total | 1,223 | $860M | 100% | $703K |
- Clients
- 1,000
- Regulatory AUM
- $316M
- AUM share
- 36.7%
- Avg. per client
- $316K
- Clients
- 211
- Regulatory AUM
- $540M
- AUM share
- 62.9%
- Avg. per client
- $2.56M
- Clients
- 12
- Regulatory AUM
- $3.79M
- AUM share
- 0.4%
- Avg. per client
- $316K
Total
- Clients
- 1,223
- Regulatory AUM
- $860M
- AUM share
- 100%
- Avg. per client
- $703K
- Clients outside the U.S.
- 1%
- Clients advised without assets under management last fiscal year
- 37
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 26–50
Atlas Private Wealth Advisors is paid through a percentage of assets under management, hourly charges and fixed fees (other than subscription fees). The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial planning
- Financial planning is generally a fixed fee from $500 to $15,000 depending on complexity, negotiated before payment, or hourly in some cases.
Juan Perez Mayo owns 50% to 75% of Atlas Private Wealth Advisors. The leadership team of Atlas Private Wealth Advisors includes Chief Compliance Officer Vladislav Krubich. It has 29 employees, 14 of them in advisory roles.
Leadership
Vladislav KrubichManaging Member / Chief Compliance Officer
Juan Perez MayoManaging Member
Investment adviser representatives
19 representatives listed in the SEC register as of 9 October 2026.
Staff
- 29 employees
- 14 in advisory functions
- 17 state-registered reps
- 14 broker-dealer reps
- 14 insurance agents
- 4 soliciting firms
- Owns 50% to 75% of Atlas Private Wealth Advisors, LLC
Juan Perez Mayo
Control person · since April 2016
- Owns 50% to 75% of Atlas Private Wealth Advisors, LLC
Vladislav Krubich
Control person · since April 2016
Atlas Private Wealth Advisors’ regulatory assets grew 2.3× from $366M (June 2021) to $860M (July 2026); clients rose from 1,041 to 1,223 and employees from 15 to 29.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| July 2026 | $860M | 1,223 | 29 | 13 |
| June 2025 | $688M | 1,482 | 21 | 8 |
| July 2024 | $558M | 1,300 | 21 | 8 |
| March 2023 | $510M | 1,377 | 28 | 8 |
| May 2022 | $469M | 1,112 | 17 | 8 |
| June 2021 | $366M | 1,041 | 15 | 5 |
Besides its headquarters, Atlas Private Wealth Advisors has 12 offices (5 private residences, listed without an address), with 8 listed addresses across 6 states.
California · 2 listed addresses
- 427 Mendocino Avenue, Santa Rosa
- 6200 Canoga Avenue, Woodland Hills
New Jersey · 2 listed addresses
- 331 Newman Springs RD., Suite 320, Building 3, 2nd Floor, Red BankHQ
- 479 Route 520, Marlboro
Florida · 1 listed address
- 2598 E. Sunrise BLVD., Fort Lauderdale
Maryland · 1 listed address
- 12800 Hospitality Way, Ocean City
North Carolina · 1 listed address
- 6201 Fairview Road, Charlotte
Pennsylvania · 1 listed address
- 400 Luray Ave., Johnstown
Other business names
Atlas Private Wealth Advisors has reported 2 other business names to the SEC.
- Champion Financial Team
- Paul Carpenter Capital Advisors
Contact and registration details
- Legal name
- Atlas Private Wealth Advisors, LLC
- Headquarters
- 331 Newman Springs RD., Suite 320, Building 3, 2nd Floor, Red Bank, NJ 07701
- Phone
- 888-996-2666
- @atlas-private-wealth-advisors
- SEC file
- 801-107919
- Structure
- New Jersey LLC
- Fiscal year end
- December
Atlas Private Wealth Advisors uses LPL Financial ($860M) as custodian for its separately managed accounts. Atlas Private Wealth Advisors has custody of $343M in client assets for 603 clients.
- LPL FinancialLPL Financial LLC · San Diego, CA · $860M100%
At year end, Atlas Private Wealth Advisors’ separately managed accounts were mostly in funds (62%) and stocks (10%). Its reported 13F holdings for the quarter ended 30 June 2026 total $457M across 139 positions; the largest are SPDR Series Trust (8.3%), SPDR Index Shs Fds (6.8%) and State Str SPDR S&P 500 ETF T (6.1%).
What the accounts hold
- Stocks10%
- Funds62%
- Bonds5%
- State and local bonds2%
- U.S. government and agency bonds1%
- Investment grade corporate bonds1%
- High-yield corporate bonds1%
- Cash2%
- Other21%
- Derivatives21%
Reported 13F holdings
- $457M
- Reported 13F value
- 139
- Positions
- 50.1%
- In the 10 largest
- +7.5%
- Value vs. prior quarter
- SPDR Series Trust · ST Str P400mid8.3%
- SPDR Index Shs Fds · ST Str PO EX ETF6.8%
- State Str SPDR S&P 500 ETF T · TR Unit6.1%
- SPDR Series Trust · ST Str P500etf5.8%
- Invesco Qqq TR · Unit Ser 14.6%
- SPDR Series Trust · ST Str Sp600 Sml4.4%
- Invesco Exchange Traded FD T · Large Cap Value4.1%
- SPDR Series Trust · ST Str PR Sp15003.7%
- iShares TR · 7-10 YR Trsy BD3.1%
- SPDR Index Shs Fds · ST Str Acwi ETF3.1%
Together, the ten largest are 50.1% of reported value.
How many clients does Atlas Private Wealth Advisors have?
Atlas Private Wealth Advisors has 1,223 clients and manages $860 million for them, as of July 2026. They include 1,000 individual clients, 211 high-net-worth individuals, and 12 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 22 July 2026
What services does Atlas Private Wealth Advisors offer?
Atlas Private Wealth Advisors provides financial planning, portfolio management for individuals and small businesses, selecting other managers, divorce planning, education planning, estate planning, insurance, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
Which custodians does Atlas Private Wealth Advisors use?
Atlas Private Wealth Advisors’ separately managed account assets are held at LPL Financial LLC (San Diego, CA), with $860M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 22 July 2026
How many financial advisors does Atlas Private Wealth Advisors have?
Atlas Private Wealth Advisors has 17 investment adviser representatives registered with state securities authorities, out of 29 employees, and 14 perform investment advisory functions. 14 employees are registered representatives of a broker-dealer and 14 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Atlas Private Wealth Advisors invest in?
At the end of its last fiscal year, Atlas Private Wealth Advisors’ separately managed accounts held 62% registered funds (mutual funds, ETFs, BDCs), 21% derivatives, 10% exchange-traded equities, 2% state and local bonds, 2% cash and equivalents, 1% U.S. government and agency bonds, 1% investment grade corporate bonds and 1% high-yield corporate bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Atlas Private Wealth Advisors?
Atlas Private Wealth Advisors’ direct owners are Juan Perez Mayo (50% to 75%) and Vladislav Krubich (50% to 75%).
Source: Form ADV Part 1A, Schedules A and B, filed 22 July 2026
How does Atlas Private Wealth Advisors get paid?
Atlas Private Wealth Advisors is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Atlas Private Wealth Advisors?
Atlas Private Wealth Advisors’ main office is at 331 Newman Springs RD., Suite 320, Building 3, 2nd Floor, Red Bank, NJ 07701. Its phone number is 888-996-2666. Its website is atlasprivatewealthadvisors.com.