


Atlas Private Wealth Advisors
Financial Services • Matawan, New Jersey, United States • 21-50 Employees
Company overview
| Headquarters | 14 Cliffwood Ave, Suite 250, Matawan, NJ 07747, US |
| Phone number | +18889962666 |
| Websites | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Asset Management, M&A, Legacy Planning, Tax Management, Wealth Planning, Succession & Continuity Planning, Practice Growth, Personal Developement For Advisors |
| Founded | 2000 |
| Employees | 21-50 |
| Socials |
Key Contact at Atlas Private Wealth Advisors
Monica Doherty
Director Of Business Development
Atlas Private Wealth Advisors Email Formats
Atlas Private Wealth Advisors uses 5 email formats. The most common is {first name}.{last name}@company.com (e.g., john.doe@company.com), used 45.6% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}.{last name}@company.com | john.doe@company.com | 45.6% |
{first name initial}{last name}@company.com | {first name initial}doe@company.com | 22.3% |
{first name}@company.com | john@company.com | 15.1% |
{first name}{last name}@company.com | johndoe@company.com | 9.8% |
{first name}_{last name}@company.com | john_doe@company.com | 7.2% |
About Atlas Private Wealth Advisors
WEALTH MANAGEMENT ISN’T ABOUT HOW MUCH MONEY YOU HAVE. IT’S ABOUT FREEDOM. YOUR POTENTIAL. YOUR SAFETY. YOUR FUTURE. At Atlas, we serve your unique wants and needs. Our dedication to excellence means we stop at nothing to put you squarely on the road to success, with multi-generational planning and resources bespoke to your specific goals and values. We promise full commitment to our clients, and an unwavering support for them as they embark on their financial journey. Securities and Advisory services offered through LPL Financial, a registered investment advisor. Member SIPC (sipc.org). The financial professionals associated with Atlas Private Wealth Advisors may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
Atlas Private Wealth Advisors revenue & valuation
| Annual revenue | $500,000 |
| Revenue per employee | $21,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $1,600,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 21-50
Seniority
Employees
Employees by Department
Atlas Private Wealth Advisors has 8 employees across 4 departments.
Departments
Number of employees
Funding Data
Atlas Private Wealth Advisors has never raised funding before.
Atlas Private Wealth Advisors Tech Stack
Discover the technologies and tools that power Atlas Private Wealth Advisors's digital infrastructure, from frameworks to analytics platforms.
JavaScript libraries
Security
CDN
JavaScript libraries
JavaScript frameworks
Security
Font scripts
CDN
Ecommerce
JavaScript libraries
CDN
CMS
Frequently asked questions
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