Atlas Private Wealth Advisors, Llc
- Regulatory AUM
- $860M
- Discretionary
- $860M
- Clients
- 1,223
- Avg AUM / client
- $703K
- Accounts
- 3,017
- Employees
- 29
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jul 22, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 1,000 | $316M | 36.7% |
| High net worth individuals | 211 | $540M | 62.9% |
| Corporations and other businesses | 12 | $3.8M | 0.44% |
People (20)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Juan Antonio Perez Mayo | Managing Member | Apr 2016 (10y) | 50% – 75% | |
| Vladislav Krubich | Managing Member / Chief Compliance Officer | CFP | Apr 2016 (10y) | 50% – 75% |
| Crespo, Tracey, Micheal | Chief Operating Officer | Aug 2021 (5y) | Less than 5% | |
| Lena L Cazabat | Registered representative | Sep 2016 (10y) | ||
| Samudra Prasad Raychaudhuri | Registered representative | Sep 2016 (10y) | ||
| Marc A Kane | Registered representative | Jul 2017 (9y) | ||
| Sandra Heide Dalton | Registered representative | Chartered Financial Consultant | Nov 2018 (8y) | |
| Travis Frederick Dauchy | Registered representative | CFP | Mar 2021 (6y) | |
| Ryan Paul Coburn | Registered representative | CFP | Jan 2022 (5y) | |
| Paul Samuel Carpenter | Registered representative | Personal Financial Specialist | Jan 2022 (5y) | |
| Liam Alfred Byrne | Registered representative | Apr 2022 (4y) | ||
| Christian Samuel Konicky | Registered representative | Mar 2025 (2y) | ||
| Joseph Zaccardi | Registered representative | CFA | Apr 2025 (1y) | |
| Dennis Wayne Grinestaff | Registered representative | May 2025 (1y) | ||
| Andrew Felix Rappolt | Registered representative | Jul 2025 (1y) | ||
| Christopher P Cusack | Registered representative | Jul 2025 (1y) | ||
| Sharon Lawson Grinestaff | Registered representative | Oct 2025 (1y) | ||
| Elias Jorge Burgos | Registered representative | Oct 2025 (1y) | ||
| Jason Sampson | Registered representative | Jan 2026 (1y) | ||
| Brady Tomer Welles | Registered representative | May 2026 (0y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/08/2026 | 982 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
Custody
Reported custodians
- LPL Financial $860M (100% of AUM) Jul 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 22, 2026.
View current Form ADV (SEC/IAPD) ↗