Atlas Private Wealth Management, LLC Employee Directory

Q: What is Atlas Private Wealth Management, LLC known for?

Atlas Private Wealth Management, LLC was founded in 1996. Atlas Private Wealth Management, LLC operates in the Financial Services industry.

Financial ServicesNew York, United States11-50 Employees

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/

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

Atlas Private Wealth Management, LLC Global Highlights

North America
45

United States Of America
45

Asia
1

India
1

Atlas Private Wealth Management, LLC's Leadership

J. C. O.
Chief Investment Officer
Mobile Phone
Email
C. P.
Vice President - Wealth Management Advisor
Mobile Phone
Email
N. R.
Vice President Wealth Managmenet Advisor
Mobile Phone
Email
C. F.
Founder And President
Mobile Phone
Email
B.
Owner
Mobile Phone
Email
C. F.
Owner
Mobile Phone
Email
D. D.
Owner
Mobile Phone
Email
G. B.
Owner
Mobile Phone
Email

Contact profiles from Atlas Private Wealth Management, LLC

Name

Title

Contact Info

Location

Last Update

N. R.
Vice President Wealth Managmenet Advisor
Mobile Phone
Email
United StatesNew York
Oct 23, 2024
R. P.
Director Of Financial Planning
Mobile Phone
Email
United StatesNew York
Aug 11, 2025
A. L.
Senior Portfolio Manager
Mobile Phone
Email
United StatesArizona
Oct 23, 2024
J. Q.
Customer Service Specialist
Mobile Phone
Email
United StatesNew York
Aug 12, 2025
G. D. H.
Compliance & Operations Specialist
Mobile Phone
Email
United StatesNew York
Oct 22, 2025
C. C.
Financial Planning Analyst
Mobile Phone
Email
United StatesNew York
Oct 22, 2024
D. H.
Investment And Planning Analyst
Mobile Phone
Email
Oct 06, 2025
J. G.
Executive Assistant
Mobile Phone
Email
United StatesMassachusetts
Oct 16, 2024
K. M.
Executive Assistant
Mobile Phone
Email
United StatesFlorida
Oct 18, 2024
K. M.
Executive Assistant
Mobile Phone
Email
United StatesFlorida
Oct 23, 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. The company's main headquarters is located in 3 Atrium Drive, Suite 265; 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 11 employees as of December 2025. 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 December 2025, Atlas Private Wealth Management, LLC's key employees include:

Chief Investment Officer: J. C. O.
Vice President - Wealth Management Advisor: C. P.
Vice President Wealth Managmenet Advisor: N. R.
Founder And President: C. F.
Owner: B.

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