Atlas Private Wealth Management LLC

Legal Name: ATLAS PRIVATE WEALTH MANAGEMENT, LLC

3 ATRIUM DRIVE, SUITE 265, ALBANY, NY

800-432-7447

https://www.facebook.com/atlaspwm

Frequently Asked Questions (FAQ)

Full Contact Details

Atlas Private Wealth Management LLC

3 ATRIUM DRIVE, SUITE 265, ALBANY, NY

800-432-7447

518-453-6085

Other Info

Atlas Private Wealth Management LLC is legally known as ATLAS PRIVATE WEALTH MANAGEMENT, LLC. It is a DE Limited Liability Company. This firm has 26 employees, of which 12 are employees in advisory roles. It serves 80 clients. The firm's last reported SEC (U.S. Securities and Exchange Commission) status is listed as “Approved”, with a registration date of Sep 1, 2007.

Focus Financial Partners | RIA Investors

Focus invests in entrepreneurial RIAs, adding value by providing operational and marketing support, access to capital and succession planning.

Financial Planning and Investment Management | Atlas PWM

Atlas Private Wealth Management is a fee-based investment advisory firm that provides services for individuals, families, businesses, and nonprofit organizations. Atlas is an SEC-registered investment advisor.

Direct Owners

FOCUS OPERATING, LLC
MEMBER (MANAGER) owns 75% or more
GREGORY ROBERT BRITTON
PRESIDENT AND CHIEF EXECUTIVE OFFICER owns less than 5%
JOANNE LANGHAUSER
SVP/CHIEF COMPLIANCE OFFICER owns less than 5%
JOHN C OGLE
CHIEF INVESTMENT OFFICER owns less than 5%
KRISTEN THERESE SCHREER
CHIEF OPERATING OFFICER owns less than 5%
TOBY ARTHUR POTTERTON
MANAGING DIRECTOR owns less than 5%

Indirect Owners

FOCUS FINANCIAL PARTNERS INC.
MEMBER owns 75% or more
FOCUS FINANCIAL PARTNERS, LLC
MEMBER owns 75% or more

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