Atlas Private Wealth Advisors

CRD 283744 · Red Bank, NJ · $859.8M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 283744
SEC number: 801-107919
Firm type: RIA
Assets under management: $859.8M as of Jun 8, 2026
Website: www.facebook.com/ATLASPRIVATEWEALTHADVISORS ↗
Phone: (888) 996-2666
Address: 331 Newman Springs Rd., Red Bank, NJ, 07701

Advisors at this firm

18 in our index · page 1 of 1

Elias Jorge BurgosCRD 7937080 · Red Bank, NJ

IA RegisteredBroker
Liam Alfred ByrneCRD 6986696 · Charlotte, NC

IA RegisteredBroker
Paul Samuel CarpenterCRD 1884935 · Johnstown, PA

IA RegisteredBroker
Lena L CazabatCRD 5611931 · Red Bank, NJ

IA RegisteredBroker
Ryan Paul CoburnCRD 7460025 · Red Bank, NJ

IA Registered
Christopher P CusackCRD 7563381 · Red Bank, NJ

IA RegisteredBroker
Sandra Heide DaltonCRD 2423088 · Delray Beach, FL

IA RegisteredBroker
Travis Frederick DauchyCRD 4210496 · Ponte Vedra Beach, FL

IA RegisteredBroker
Dennis Wayne GrinestaffCRD 3126040 · Salisbury, MD

IA RegisteredBroker

Disclosure event(s) on record
Sharon Lawson GrinestaffCRD 3161731 · Salisbury, MD

IA RegisteredBroker
Marc A KaneCRD 4613446 · New Brunswick, NJ

IA Registered

Disclosure event(s) on record
Christian Samuel KonickyCRD 7255217 · Johnstown, PA

IA RegisteredBroker
Juan Antonio Perez MayoCRD 4553196 · Red Bank, NJ

IA RegisteredBroker
Andrew Felix RappoltCRD 5041070 · Santa Rosa, CA

IA RegisteredBroker
Samudra Prasad RaychaudhuriCRD 5430134 · Red Bank, NJ

IA RegisteredBroker
Jason SampsonCRD 7526193 · Tampa, FL

IA Registered
Brady Tomer WellesCRD 7133943 · San Diego, CA

IA RegisteredBroker
Joseph ZaccardiCRD 7384292 · Lansdale, PA

IA RegisteredBroker

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.