What departments does Atlas Private Wealth Management, LLC have?

Atlas Private Wealth Management, LLC has employees across 4 departments including Entrepreneurship, Finance, Operations, Analytics.

What is the largest department at Atlas Private Wealth Management, LLC?

The largest department at Atlas Private Wealth Management, LLC is Entrepreneurship with 2 employees.

Where are Atlas Private Wealth Management, LLC employees located globally?

Atlas Private Wealth Management, LLC has employees across 3 continents and 3 countries including India, United States Of America, Hong Kong.

How has Atlas Private Wealth Management, LLC's team size changed over time?

Atlas Private Wealth Management, LLC's team has decreased from approximately 15 to 12 employees based on available data.

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.

Atlas Private Wealth Management, LLC Global Highlights

North America
39

United States Of America
39

Asia
1

India
1

Atlas Private Wealth Management, LLC's Leadership

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

Atlas Private Wealth Management, LLC Employee Metrics

100%

50%

0%

2026

2025

Banking
Community & Social Services
Finance
Legal
Accounting
Other
Administrative

Contact profiles from Atlas Private Wealth Management, LLC

Name

Title

Contact

Location

Last Update

C. F.
Owner
Mobile Phone
Email
Oct 23, 2024
G. B.
Owner
Mobile Phone
Email
Oct 18, 2024
C. P.
Vice President - Wealth Management Advisor
Mobile Phone
Email
Oct 22, 2024
C. A.
Senior Vice President - Director Of Financial Planning - New England
Mobile Phone
Email
Oct 18, 2024
M. H.
Executive Vice President
Mobile Phone
Email
Oct 23, 2024
L. H.
Director Of Operations
Mobile Phone
Email
Oct 22, 2024
C. S.
Client Operations Analyst
Mobile Phone
Email
Oct 22, 2024
D. H.
Investment And Planning Analyst
Mobile Phone
Email
May 12, 2026
L. B.
Office Operations Coordinator
Mobile Phone
Email
Oct 17, 2024

Frequently Asked Questions

What is Atlas Private Wealth Management, LLC known for?

Atlas Private Wealth Management, LLC was founded in 1996 operates in the Financial Services industry; you can contact the 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?

Atlas Private Wealth Management, LLC employees' email format typically follows the pattern of . 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?

Atlas Private Wealth Management, LLC has approximately 8 employees as of July 2026. These team members are located across 2 continents, including North AmericaAsia.

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

As of July 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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Atlas Private Wealth Management, LLC Employee Directory

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