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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

ATLAS PRIVATE WEALTH ADVISORS

ATLAS PRIVATE WEALTH ADVISORS, LLC, CRD 283744

RED BANK, NJ

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:57293a3d-1881-5dfe-2c29-4fe10d085676

Data as of Jul 22, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:26 AM UTC and rebuilt at most every 15 minutes.

Relationships: 30
Dated events: 8
On other graphs: 0
Observed: May 26, 2016 to Jul 22, 2026
52 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=14.0
Regulatory AUM: $860MItem 5.F on the latest filing (2026-07-22); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $860M
Private client RAUM: $856MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 19
RAUM per advisor: $45.3Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 29
Advisory employees: 14
Offices: 12Schedule D 1.F, beyond the principal office
Accounts: 3,017
Individual clients: 1,000
High net worth clients: 211
Custody, client assets: $343M
SEC number: 801-107919
CRD: 283744
Filings on the tape: 52
First filed: May 26, 2016
Latest filed: Jul 22, 2026
Organised: Limited Liability Company, NJ

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
VLADISLAV KRUBICH	Certified Financial Planner	RED BANK, NJ \| Miami Beach, FL	10	26	2	yes
JUAN ANTONIO PEREZ MAYO	n/a	RED BANK, NJ	10	24	2	yes
SAMUDRA PRASAD RAYCHAUDHURI	n/a	RED BANK, NJ	10	18	2	yes
LENA L CAZABAT	n/a	RED BANK, NJ	10	15	2	yes
MARC A KANE	n/a	New Brunswick, NJ	9	27	n/a	no
SANDRA HEIDE DALTON	Chartered Financial Consultant	Delray Beach, FL	7	28	1	yes
TRAVIS FREDERICK DAUCHY	Certified Financial Planner	RED BANK, NJ \| Ponte Vedra Beach, FL	5	26	5	yes
Ryan Paul Coburn	Certified Financial Planner	RED BANK, NJ	4	10	n/a	no
PAUL SAMUEL CARPENTER	Personal Financial Specialist	RED BANK, NJ \| Johnstown, PA	4	38	1	yes
Liam Alfred Byrne	n/a	Charlotte, NC	4	11	n/a	yes
Christian Samuel Konicky	n/a	RED BANK, NJ \| Johnstown, PA	1	12	n/a	yes
Joseph Zaccardi	Chartered Financial Analyst	RED BANK, NJ \| Lansdale, PA	1	12	2	yes
DENNIS WAYNE GRINESTAFF	n/a	RED BANK, NJ \| SALISBURY, MD	1	27	1	yes
ANDREW FELIX RAPPOLT	n/a	Santa Rosa, CA	1	20	6	yes
Christopher P Cusack	n/a	Red Bank, NJ	1	11	n/a	yes
SHARON LAWSON	n/a	RED BANK, NJ \| Salisbury, MD	0	27	3	yes
Elias Jorge Burgos	n/a	RED BANK, NJ	0	10	1	yes
Jason Sampson	n/a	Tampa, FL \| RED BANK, NJ	0	15	2	no
BRADY TOMER WELLES	n/a	RED BANK, NJ \| San Diego, CA	0	11	2	yes

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
CRESPO, TRACEY, Micheal	CHIEF OPERATING OFFICER	Na	yes	08/2021	Aug 10, 2021	Dec 12, 2024
KRUBICH, VLADISLAV	MANAGING MEMBER / CHIEF COMPLIANCE OFFICER	D	yes	04/2016	May 26, 2016	Dec 12, 2024
PEREZ MAYO, JUAN, ANTONIO	MANAGING MEMBER	D	yes	04/2016	May 26, 2016	Dec 12, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
MIAMI BEACH	FL	United States	4	yes
Johnstown	Pa	United States	3	yes
Charlotte	Nc	United States	2	yes
SANTA ROSA	CA	United States	1	yes
DELRAY BEACH	FL	United States	1	yes
n/a	n/a	n/a	1	yes
WOODLAND HILLS	CA	United States	0	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 25, 2026	$860M	$860M	29	14	11	n/a	n/a
2024	Mar 21, 2025	$688M	$688M	21	13	7	n/a	n/a
2023	Mar 27, 2024	$558M	$548M	21	11	7	n/a	n/a
2022	Mar 23, 2023	$510M	$510M	28	13	7	n/a	n/a
2021	Mar 21, 2022	$469M	$469M	17	11	6	n/a	n/a
2020	Mar 30, 2021	$366M	$366M	15	9	4	n/a	n/a
2019	Mar 27, 2020	$304M	$304M	17	8	4	n/a	n/a
2018	Mar 28, 2019	$226M	$226M	15	8	4	n/a	n/a
2017	Mar 30, 2018	$185M	$185M	11	6	1	n/a	n/a
2016	Mar 30, 2017	$123M	$123M	6	6	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
4	0	4	0.0%	0	0	0	6	2

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$860M	$688M	24.9%	$510M	19.0%	29	21	12	7

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
FLAGSHIP HARBOR ADVISORS, LLC	4	Aug 31, 2016	Sep 9, 2016	BOSTON, MA	Team lift out	Other	8.7%

Relationships

Registered with (24)

← BRADY TOMER WELLESAdvisorregistration: current employment
May 4, 2026 to presentfactForm ADV
← Jason SampsonAdvisorregistration: previous registration
Apr 12, 2022 to Aug 14, 2025factForm ADV
← Elias Jorge BurgosAdvisorregistration: current employment
Oct 30, 2025 to presentfactForm ADV
← SHARON LAWSONAdvisorregistration: current employment
Oct 8, 2025 to presentfactForm ADV
← Christopher P CusackAdvisorregistration: current employment
Jul 15, 2025 to presentfactForm ADV
← ANDREW FELIX RAPPOLTAdvisorregistration: previous registration
Jan 3, 2022 to Dec 12, 2024factForm ADV
← DENNIS WAYNE GRINESTAFFAdvisorregistration: current employment
May 20, 2025 to presentfactForm ADV
← Joseph ZaccardiAdvisorregistration: current employment
Apr 2, 2025 to presentfactForm ADV
← Christian Samuel KonickyAdvisorregistration: current employment
Mar 25, 2025 to presentfactForm ADV
← Liam Alfred ByrneAdvisorregistration: current employment
Apr 25, 2022 to presentfactForm ADV
← PAUL SAMUEL CARPENTERAdvisorregistration: current employment
Jan 19, 2022 to presentfactForm ADV
← Ryan Paul CoburnAdvisorregistration: current employment
Jan 14, 2022 to presentfactForm ADV
← TRAVIS FREDERICK DAUCHYAdvisorregistration: current employment
Mar 17, 2021 to presentfactForm ADV
← SANDRA HEIDE DALTONAdvisorregistration: current employment
Nov 7, 2018 to presentfactForm ADV
← MARC A KANEAdvisorregistration: current employment
Jul 28, 2017 to presentfactForm ADV
← VLADISLAV KRUBICHAdvisorregistration: current employment
Sep 9, 2016 to presentfactForm ADV
← JUAN ANTONIO PEREZ MAYOAdvisorregistration: current employment
Sep 9, 2016 to presentfactForm ADV
← SAMUDRA PRASAD RAYCHAUDHURIAdvisorregistration: current employment
Sep 9, 2016 to presentfactForm ADV
← LENA L CAZABATAdvisorregistration: current employment
Sep 9, 2016 to presentfactForm ADV
← Jonathan David CaplanAdvisorregistration: previous registration
Apr 30, 2018 to Dec 11, 2023factForm ADV
← ANGELA MARIE JAMARAdvisorregistration: previous registration
Jan 3, 2022 to Aug 29, 2022factForm ADV
← JAMES PETER YUKAAdvisorregistration: previous registration
Sep 23, 2020 to Jul 12, 2022factForm ADV
← Clayton CharlandAdvisorregistration: previous registration
Jul 29, 2021 to Jul 12, 2022factForm ADV
← AMIT SHAHAdvisorregistration: previous registration
Aug 23, 2019 to Mar 27, 2020factForm ADV

Controls (3)

← KRUBICH, VLADISLAVOwnerMANAGING MEMBER / CHIEF COMPLIANCE OFFICER, ownership code D, individual
May 26, 2016 to Dec 12, 2024factForm ADV
← PEREZ MAYO, JUAN, ANTONIOOwnerMANAGING MEMBER, ownership code D, individual
May 26, 2016 to Dec 12, 2024factForm ADV
← CRESPO, TRACEY, MichealOwnerCHIEF OPERATING OFFICER, ownership code NA, individual
Aug 10, 2021 to Dec 12, 2024factForm ADV

Moved with (1)

← FLAGSHIP HARBOR ADVISORS, LLCRegistered adviser4 advisors, team lift out, same day
Aug 31, 2016 to Sep 9, 2016factForm ADV

Dated events

Occurred
Aug 14, 2025
Advisor changed firm
Jason Sampson left Atlas Private Wealth Advisors for Fortress Private Wealth (registered 2025-07-08)
Form ADVobserved 5 days ago
Occurred
Dec 11, 2023
Advisor changed firm
Jonathan David Caplan left Atlas Private Wealth Advisors for Mariner Advisor Network (registered 2023-10-02)
Form ADVobserved 5 days ago
Occurred
Aug 29, 2022
Advisor changed firm
Angela Marie Jamar left Atlas Private Wealth Advisors for Woodbury Financial Services, Inc. (registered 2022-09-19)
Form ADVobserved 5 days ago
Occurred
Jul 12, 2022
Advisor changed firm
Clayton Charland left Atlas Private Wealth Advisors for Td Ameritrade Investment Management, Llc (registered 2023-05-19)
Form ADVobserved 5 days ago
Occurred
Jul 12, 2022
Advisor changed firm
James Peter Yuka left Atlas Private Wealth Advisors for Lpl Financial Llc (registered 2022-07-07)
Form ADVobserved 5 days ago
Occurred
Mar 21, 2022
Regulatory AUM changed
Atlas Private Wealth Advisors reported RAUM $469.4M, up 28% from $365.9M (2021-10-06 to 2022-03-21)
Form ADVobserved 5 days ago
$104M
Occurred
Aug 10, 2021
Control person joined
Micheal Tracey Crespo (Chief Operating Officer) appeared on Schedule A of Atlas Private Wealth Advisors
Form ADVobserved 5 days ago
Occurred
May 26, 2016
First Form ADV filing
Atlas Private Wealth Advisors filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:57293a3d-1881-5dfe-2c29-4fe10d085676
First observed: May 26, 2016
Last observed: Jul 22, 2026 2 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

ATLAS PRIVATE WEALTH ADVISORS

ATLAS PRIVATE WEALTH ADVISORS, LLC, CRD 283744

RED BANK, NJ

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:57293a3d-1881-5dfe-2c29-4fe10d085676

Data as of Jul 22, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:26 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

VLADISLAV KRUBICH

Certified Financial Planner

RED BANK, NJ | Miami Beach, FL

yes

JUAN ANTONIO PEREZ MAYO

n/a

RED BANK, NJ

yes

SAMUDRA PRASAD RAYCHAUDHURI

n/a

RED BANK, NJ

yes

LENA L CAZABAT

n/a

RED BANK, NJ

yes

MARC A KANE

n/a

New Brunswick, NJ

n/a

SANDRA HEIDE DALTON

Chartered Financial Consultant

Delray Beach, FL

yes

TRAVIS FREDERICK DAUCHY

Certified Financial Planner

RED BANK, NJ | Ponte Vedra Beach, FL

yes

Ryan Paul Coburn

Certified Financial Planner

RED BANK, NJ

n/a

PAUL SAMUEL CARPENTER

Personal Financial Specialist

RED BANK, NJ | Johnstown, PA

yes

Liam Alfred Byrne

n/a

Charlotte, NC

n/a

yes

Christian Samuel Konicky

n/a

RED BANK, NJ | Johnstown, PA

n/a

yes

Joseph Zaccardi

Chartered Financial Analyst

RED BANK, NJ | Lansdale, PA

yes

DENNIS WAYNE GRINESTAFF

n/a

RED BANK, NJ | SALISBURY, MD

yes

ANDREW FELIX RAPPOLT

n/a

Santa Rosa, CA

yes

Christopher P Cusack

n/a

Red Bank, NJ

n/a

yes

SHARON LAWSON

n/a

RED BANK, NJ | Salisbury, MD

yes

Elias Jorge Burgos

n/a

RED BANK, NJ

yes

Jason Sampson

n/a

Tampa, FL | RED BANK, NJ

BRADY TOMER WELLES

n/a

RED BANK, NJ | San Diego, CA

yes

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

CRESPO, TRACEY, Micheal

CHIEF OPERATING OFFICER

yes

08/2021

Aug 10, 2021

Dec 12, 2024

KRUBICH, VLADISLAV

MANAGING MEMBER / CHIEF COMPLIANCE OFFICER

yes

04/2016

May 26, 2016

Dec 12, 2024

PEREZ MAYO, JUAN, ANTONIO

MANAGING MEMBER

yes

04/2016

May 26, 2016

Dec 12, 2024

City

State

Country

Employees

Also broker-dealer

MIAMI BEACH

United States

yes

Johnstown

United States

yes

Charlotte

United States

yes

SANTA ROSA

United States

yes

DELRAY BEACH

United States

yes

n/a

yes

WOODLAND HILLS

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 25, 2026

$860M

n/a

2024

Mar 21, 2025

$688M

n/a

2023

Mar 27, 2024

$558M

$548M

n/a

2022

Mar 23, 2023

$510M

n/a

2021

Mar 21, 2022

$469M

n/a

2020

Mar 30, 2021

$366M

n/a

2019

Mar 27, 2020

$304M

n/a

2018

Mar 28, 2019

$226M

n/a

2017

Mar 30, 2018

$185M

n/a

2016

Mar 30, 2017

$123M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$860M

$688M

24.9%

$510M

19.0%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

FLAGSHIP HARBOR ADVISORS, LLC

Aug 31, 2016

Sep 9, 2016

BOSTON, MA

Team lift out

Other

8.7%