Atlas Private Wealth Management

Financial Services • Roessleville, New York, United States • 1-10 Employees

Company overview

Headquarters	3 Atrium Drive, Suite 265, Albany, NY 12205, US
Phone number	+18004327447
Website	atlaspwm.com
NAICS	52
SIC	874
Founded	1996
Employees	1-10
Socials

Key Contact at Atlas Private Wealth Management

Robert Palmer

Director Of Financial Planning

Atlas Private Wealth Management Email Formats

Atlas Private Wealth Management uses 1 email format. The most common is {first initial}{last name} (e.g., jdoe@atlaspwm.com), used 100% of the time.

Format	Example	Percentage
{first initial}{last name}	jdoe@atlaspwm.com	100%

About Atlas Private Wealth Management

At Atlas, our mission is to empower our clients to pursue their goals and passions by providing a trusted and objective voice. Atlas Private Wealth Management is a fee-only investment advisory firm that provides services for individuals, families, businesses and nonprofit organizations. Atlas is a SEC registered investment adviser. Atlas manages over $1 billion of assets for over 1450 clients throughout the United States. For other important disclosures please visit https://atlaspwm.com/social-media-disclosure-atlaspwm/

Atlas Private Wealth Management revenue & valuation

Annual revenue	$500,000
Revenue per employee	$63,000
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: 1-10

Seniority

Employees

Entry

Vice President

Director

Employees by Department

Atlas Private Wealth Management has 3 employees across 2 departments.

Departments

Number of employees

Funding Data

Atlas Private Wealth Management has never raised funding before.

Atlas Private Wealth Management Tech Stack

Discover the technologies and tools that power Atlas Private Wealth Management's digital infrastructure, from frameworks to analytics platforms.

Cloudflare Bot Management

Security

Gravity Forms

Form builders

Slick

JavaScript libraries

Goober

JavaScript libraries

jQuery UI

JavaScript libraries

Google Maps

Maps

Elementor

Page builders

Microsoft 365

jQuery Migrate

JavaScript libraries

Cloudflare

CDN

Twitter Emoji

Font scripts

Yoast SEO Premium

SEO

Frequently asked questions

Atlas Private Wealth Management is located in Roessleville, New York, US.

You can reach Atlas Private Wealth Management at +18004327447.

Atlas Private Wealth Management was founded in 1996, making it 30 years old. The company has established itself as a significant player in its industry over this time.

Atlas Private Wealth Management has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Atlas Private Wealth Management

Robert Palmer

Director Of Financial Planning

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