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Atlas Private Wealth Advisors

Atlas Private Wealth Advisors

Financial ServicesFlag of USMatawan, New Jersey, United States21-50 Employees

Company overview

Headquarters14 Cliffwood Ave, Suite 250, Matawan, NJ 07747, US
Phone number+18889962666
Websites
NAICS52
SIC628
Keywords
Asset Management, M&A, Legacy Planning, Tax Management, Wealth Planning, Succession & Continuity Planning, Practice Growth, Personal Developement For Advisors
Founded2000
Employees21-50
Socials

Key Contact at Atlas Private Wealth Advisors

Flag of US

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.

FormatExamplePercentage
{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.

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Atlas Private Wealth Advisors revenue & valuation

Annual revenue$500,000
Revenue per employee$21,000
Estimated valuation?$1,600,000
Total fundingNo funding

Employees by Management Level

Total employees: 21-50

Seniority

Employees

Entry
C-Suite
Director

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.

Modernizr

Modernizr

JavaScript libraries

reCAPTCHA

reCAPTCHA

Security

Cloudflare

Cloudflare

CDN

jQuery

jQuery

JavaScript libraries

Stimulus

Stimulus

JavaScript frameworks

HSTS

HSTS

Security

Adobe Fonts

Adobe Fonts

Font scripts

Google Hosted Libraries

Google Hosted Libraries

CDN

Squarespace Commerce

Squarespace Commerce

Ecommerce

core-js

core-js

JavaScript libraries

cdnjs

cdnjs

CDN

Squarespace

Squarespace

CMS

Frequently asked questions

Atlas Private Wealth Advisors is located in Matawan, New Jersey, US.
You can reach Atlas Private Wealth Advisors at +18889962666.
Atlas Private Wealth Advisors was founded in 2000, making it 26 years old. The company has established itself as a significant player in its industry over this time.
Atlas Private Wealth Advisors has approximately 21-50 employees. The company continues to grow its workforce to support its business operations and expansion.

4.8

40,000 users

top 50
high performer
most used
tier 1 accuracy

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