SourcingSourcing

ATLAS PRIVATE WEALTH ADVISORS, LLC

C28
CRD 283744·SEC 801-107919·RED BANK, NJ
AUM
$859.8M
$500M-$1B
Est. Revenue
$8.6M
@ 1% on AUM
Est. EBITDA
$2.6M
@ 30% margin
Est. Deal Value
$20.6M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
ATLAS PRIVATE WEALTH ADVISORS, LLC
CRD
283744
SEC file #
801-107919
EIN
—
DBA names
Atlas Private Wealth Advisors

Economics

AUM
$859.8M
AUM band
$500M-$1B
AUM trajectory
'20'26
$225.9M → $859.8M▲ +281%
Client mix
Individuals Other1,000
Individuals High Net Worth211
Corporations12

Operations

Employees (total)
29
Advisory staff (per ADV)
14
Advisory staff (5-yr trend)
'20'26
8 advisors → 14 advisors▲ +75%
Primary office
RED BANK NJ
Branches
—

Custodian & Brokerage

Primary custodian
LPL Financiallow confidence
Services offered
Financial planningPortfolio mgmt — individualsSelection of other advisers
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/25/2026
ADV-W filed at
—
Website
facebook.com/atlasprivatewealthadvisors(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
KRUBICH, VLADISLAV
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
KRUBICH, VLADISLAV
PEREZ MAYO, JUAN, ANTONIO
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:atlasprivate.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (9)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
16
Bc Firm Active IA Count
19
Bc Firm IAR Count
19
Custodian Candidates
Full
Lpl Financial6
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
3240656
Trust Company Affiliate
No

People (20)

20
PEREZ MAYO, JUAN, ANTONIO
IAR · Direct Owner · 62.5%
4553196
KRUBICH, VLADISLAV
IAR · Direct Owner · 62.5%
3240656
TRACEY Micheal CRESPO
Executive Officer · 2.5%
6046308
Ryan Paul Coburn
IAR
7460025
Christopher P Cusack
IAR
7563381
Liam Alfred Byrne
IAR
6986696
Christian Samuel Konicky
IAR
7255217
Jason Sampson
IAR
7526193
MARC A KANE
IAR
4613446
SHARON LAWSON GRINESTAFF
IAR
3161731
LENA L CAZABAT
IAR
5611931
SAMUDRA PRASAD RAYCHAUDHURI
IAR
5430134
TRAVIS FREDERICK DAUCHY
IAR
4210496
PAUL SAMUEL CARPENTER
IAR
1884935
DENNIS WAYNE GRINESTAFF
IAR
3126040
BRADY TOMER WELLES
IAR
7133943
ANDREW FELIX RAPPOLT
IAR
5041070
SANDRA HEIDE DALTON
IAR
2423088
Elias Jorge Burgos
IAR
7937080
Joseph Zaccardi
IAR
7384292