RIA Intel›Advisers›New Jersey›ATLAS WEALTH MANAGEMENT, LLC

ATLAS WEALTH MANAGEMENT, LLC

Advisory

Data as of Jun 30, 2026 · Source: SEC Form ADV

Rank in NJ

#638

of 775 advisers by AUM

Average account

$667K

across 111 accounts

AUM per adviser

$25M

3 advisers

Source: SEC Form ADV. Figures as filed Jun 30, 2026.

Total AUM

$74M

Discretionary %

100%

Clients

111

Employees

3

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management

Total AUM$74M

Discretionary AUM$74M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients111

Team

Total Employees3

Investment Advisers3

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InAZ, DE, PA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

111 clients

9 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in NJ

Closest by assets under management. All figures from Form ADV.

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+93.8% 1Y

UNIQUE FINANCIAL ADVISORS LLC

HOLMDEL, NJ

$74M

CALYX CAPITAL ADVISORS, LLC

$75M

FIDUCIARY PENSION PARTNERS, LLC

$75M

RECURRENCE TECHNOLOGIES LLC

JERSEY CITY, NJ

$75M

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