Overview
- Headquarters
- Red Bank, NJ
- Total Firm Assets
- $860 million
- Average High-Net-Worth Client Portfolio Size
- $2.6 million
Recent Rankings
Forbes 2025: 206
Fee Disclosure
Source: ATLAS PWA WRAP FEE BROUCHURE (2026-03-25)
· View brochure text
Latest filing: ATLAS PWA PART 2A (2026-03-25)
· View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | and above | 2.00% |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $20,000 | 2.00% |
| $5 million | $100,000 | 2.00% |
| $10 million | $200,000 | 2.00% |
| $50 million | $1,000,000 | 2.00% |
| $100 million | $2,000,000 | 2.00% |
Actual fees may vary; other investment costs may apply.
Clients
- High-Net-Worth Share of Firm Assets
- 62.86%
- Number of High-Net-Worth Clients
- 211
- Total Client Accounts
- 3,017
- Discretionary Accounts
- 3,017
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Regulatory Filings
- SEC CRD Number
- 283744
- ATLAS PWA PART 2A (2026-03-25) · View brochure text
- ATLAS PWA WRAP FEE BROUCHURE (2026-03-25) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗