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Atlas Private Wealth Management, LLC Employee Directory

Financial ServicesNew York, United States2-10 Employees

Atlas Private Wealth Management, LLC is a fee-only investment advisory firm registered with the SEC and based in Albany, New York. It serves individuals, families, businesses, and nonprofit organizations, and it reports overseeing more than $1 billion in assets for over 1,450 clients across the United States.

The firm operates within the financial services industry and maintains a small professional staff. In 2020, Atlas launched its podcast channel, expanding its informational offerings. It serves clients from its Albany base across the United States.

Find Atlas Private Wealth Management, LLC employees' phone numbers or email addresses

Atlas Private Wealth Management, LLC Global Highlights

Location
Employees

North America
39

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  • United States Of America
    39

Asia
1

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  • India
    1

Atlas Private Wealth Management, LLC's Leadership

  • Vice President - Wealth Management Advisor at Atlas Private Wealth Management, LLC
    C. P.
    Vice President - Wealth Management Advisor
    Mobile Phone
  • Owner at Atlas Private Wealth Management, LLC
    C. F.
    Owner
    Mobile Phone
  • Owner at Atlas Private Wealth Management, LLC
    G. B.
    Owner
    Mobile Phone
  • Senior Vice President - Director Of Financial Planning - New England at Atlas Private Wealth Management, LLC
    C. A.
    Senior Vice President - Director Of Financial Planning - New England
    Mobile Phone
  • Executive Vice President at Atlas Private Wealth Management, LLC
    M. H.
    Executive Vice President
    Mobile Phone
  • Director Of Operations at Atlas Private Wealth Management, LLC
    L. H.
    Director Of Operations
    Mobile Phone
  • Client Operations Analyst at Atlas Private Wealth Management, LLC
    C. S.
    Client Operations Analyst
    Mobile Phone
  • Investment And Planning Analyst at Atlas Private Wealth Management, LLC
    D. H.
    Investment And Planning Analyst
    Mobile Phone

Atlas Private Wealth Management, LLC Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Community & Social Services
  • Finance
  • Legal
  • Other

Contact profiles from Atlas Private Wealth Management, LLC

Name
Title
Contact
Location
Last Update
  • Owner at Atlas Private Wealth Management, LLC
    C. F.
    Owner
    Mobile Phone
    Oct 23, 2024
  • Owner at Atlas Private Wealth Management, LLC
    G. B.
    Owner
    Mobile Phone
    Oct 18, 2024
  • Vice President - Wealth Management Advisor at Atlas Private Wealth Management, LLC
    C. P.
    Vice President - Wealth Management Advisor
    Mobile Phone
    Oct 22, 2024
  • Senior Vice President - Director Of Financial Planning - New England at Atlas Private Wealth Management, LLC
    C. A.
    Senior Vice President - Director Of Financial Planning - New England
    Mobile Phone
    Oct 18, 2024
  • Executive Vice President at Atlas Private Wealth Management, LLC
    M. H.
    Executive Vice President
    Mobile Phone
    Oct 23, 2024
  • Director Of Operations at Atlas Private Wealth Management, LLC
    L. H.
    Director Of Operations
    Mobile Phone
    Oct 22, 2024
  • Client Operations Analyst at Atlas Private Wealth Management, LLC
    C. S.
    Client Operations Analyst
    Mobile Phone
    Oct 22, 2024
  • Investment And Planning Analyst at Atlas Private Wealth Management, LLC
    D. H.
    Investment And Planning Analyst
    Mobile Phone
    May 12, 2026
  • Office Operations Coordinator at Atlas Private Wealth Management, LLC
    L. B.
    Office Operations Coordinator
    Mobile Phone
    Oct 17, 2024

Frequently Asked Questions

What is Atlas Private Wealth Management, LLC known for?

Minus sign iconPlus sign iconAtlas Private Wealth Management, LLC was founded in 1996 and operates in the Financial Services industry. You can contact Atlas Private Wealth Management, LLC's main corporate office by phone at
+1-800-432-****
. Explore Atlas Private Wealth Management, LLC's company overview page for more information.

What is Atlas Private Wealth Management, LLC's most common email format?

Minus sign iconPlus sign iconAtlas Private Wealth Management, LLC employees' email format typically follows the pattern of FLast@atlaspwm.com. Trying to find reliable and up-to-date employee contact data? Find more Atlas Private Wealth Management, LLC email formats with LeadIQ.

How many employees does Atlas Private Wealth Management, LLC have currently?

Minus sign iconPlus sign iconAtlas Private Wealth Management, LLC has approximately 8 employees as of August 2026. These team members are located across 2 continents, including North America and Asia.

Who are Atlas Private Wealth Management, LLC's key employees and leadership?

Minus sign iconPlus sign icon

As of August 2026, Atlas Private Wealth Management, LLC's key employees include:

  • Vice President - Wealth Management Advisor: C. P.
  • Owner: C. F.
  • Owner: G. B.
  • Senior Vice President - Director Of Financial Planning - New England: C. A.
  • Executive Vice President: M. H.

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