Atlas Private Wealth Management, LLC Info

Atlas Private Wealth Management, LLC info

Atlas Private Wealth Management, LLC (SEC CIK 1800369) first filed with the SEC on 2020-02-11 (Form 13F-HR) and has filed 19 times since, including 18 Form 13F-HR quarterly holdings reports. It is organized in DE and registered at 3 ATRIUM DRIVE, SUITE 265, ALBANY, NY, 12205.

Name: Value Atlas Private Wealth Management, LLC.
SEC CIK: Value 1800369.
State of organization: Value DE.
Business address: Value 3 ATRIUM DRIVE, SUITE 265, ALBANY, NY, 12205.

No Form ADV row is held for this firm, so its adviser registration date, assets under management and employees are left out rather than estimated.

Firm

Field	Value
Name	Atlas Private Wealth Management, LLC
SEC CIK	1800369
State of organization	DE
Business address	3 ATRIUM DRIVE, SUITE 265, ALBANY, NY, 12205
Mailing address	3 ATRIUM DRIVE, SUITE 265, ALBANY, NY, 12205
Phone	8004327447
Fiscal year end	December 31
Former names	Atlas Private Wealth Management (2020-02-11 to 2024-01-19)

SEC Filing History

Field	Value
First SEC filing	2020-02-11 (Form 13F-HR)
Latest SEC filing	2024-04-15 (Form 13F-HR)
Filings on EDGAR	19
First Form 13F-HR	2020-02-11 (quarter ended 2019-12-31)
Latest Form 13F-HR	2024-04-15 (quarter ended 2024-03-31)
Form 13F-HR filings	18

Filings by Form

Form	Filings	Latest
13F-HR	18	2024-04-15
13F-HR/A	1	2021-05-06

Filings by Year

Year	Filings	Form 13F-HR
2024	2	2
2023	4	4
2022	4	4
2021	5	4
2020	4	4

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