A
CRD: 283744
Atlas Private Wealth Advisors
$859.8M Total AUM
$859.8M Disc. AUM
-- 3Y CAGR
29 Employees
1,260 ADV. Clients
10 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- LPL Financial
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 06-13-2016
- Office Locations
- 13
Office Locations
1111 Lincoln Road, Suite 500 Miami Beach FL
114 Baptist St. Salisbury MD
1615 South Congress Avenue Suite 103 Delray Beach FL
About Atlas Private Wealth Advisors
Atlas Private Wealth Advisors is an independent wealth management firm built around a collaborative, education-led financial planning process for families and multigenerational goals. The team offers full-service planning and portfolio construction with a family-office feel and “personal board of advisors” approach. Implementation centers on asset allocation and model portfolios using ETFs, mutual funds, and fixed income, supported by LPL Financial’s platform.
Team overview
45 AVG AGE
$61.4M AVG AUM / ADVISOR
$682.4K AVG AUM / CLIENT
4.7 yrs AVG TENURE
29 Employees
14 Advisory Reps
17 RIA Reps
10yrs Firm Age
Insights
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Asset Classes
Insight Focus pioneer Vertex Harbor Horizon Peak meridian North
Client Personas
Timber vertex
Custodian
Atlas ember
Investment Themes
Atlas Vector Momentum Catalyst bridge
Investment Vehicles
Value Catalyst matrix Crest
Platform
Eagle
Services
Oak Pathway north Catalyst north Alpha Signal Pioneer oak North Vector Vital eagle Horizon
Owner & Executives
VLADISLAV KRUBICH
Chief Compliance Officer, Managing Member
- CRD
- #3240656
- Ownership
- 50% but less than 75%
(419) 812-5063
timber.ridge@quantumcapital.com
in linkedin.com/in/horizon-fusion
JUAN ANTONIO PEREZ MAYO
Managing Member
- CRD
- #4553196
- Ownership
- 50% but less than 75%
(384) 317-5240
pathway.vector@timbercapital.com
in linkedin.com/in/vector-frontier
L
Legacy pathway
Meridian ember beacon
- CRD
- #49211
- Ownership
- 25.1%
(777) 949-9553
summit.focus@vectorcapital.com
in linkedin.com/in/wave-ridge
Showing 2 of 3 owners & executives
Unlock allContacts
E
Elias Jorge Burgos
--
- CRD
- #7937080
(929) 665-6243
signal.pathway@harborcapital.com
in linkedin.com/in/radial-pathway
L
Liam Alfred Byrne
Wealth Advisor
- CRD
- #6986696
(989) 963-4776
vector.atlas@elementcapital.com
in linkedin.com/in/pathway-vital
V
Value ember
Value foundation matrix
- CRD
- #17213
(444) 628-2360
peak.vertex@deltacapital.com
in linkedin.com/in/harbor-focus
Showing 2 of 20 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $859,775,602 | $284,977 |
| Non-Discretionary | $0 | -- |
| Total | $859,775,602 | $284,977 |
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Separately Managed Accounts
Total SMA Asset: $859,775,602
Public Funds:
14.1% Derivatives:
4.3% Equity - Exchange:
13.3% Cash:
20.6% Municipal Bonds:
15.7% Corporate - Investment Grade:
9.7% Corporate - Non-Investment Grade:
8.2% U.S. Government/Agency:
14.1% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $584,828,778 | 14.1% |
| Derivatives | $178,352,039 | 4.3% |
| Equity - Exchange | $551,647,003 | 13.3% |
| Cash | $854,430,697 | 20.6% |
| Municipal Bonds | $651,192,327 | 15.7% |
| Corporate - Investment Grade | $402,329,018 | 9.7% |
| Corporate - Non-Investment Grade | $340,113,190 | 8.2% |
| U.S. Government/Agency | $584,828,778 | 14.1% |
| Total | $4,147,721,830 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| ZENITH GLACIER | CAPITAL MOMENTUM | MAWPSPART | GWTKY | 11.19% | $99,204,357 |
| HARBOR VITAL ELEMENT | EAGLE INSIGHT | 21ZBO9KJF | NNES | 10.89% | $112,497,232 |
| EAGLE WAVE PIONEER | INSIGHT OAK | S2QPYMFSS | QEQZU | 12.40% | $12,129,671 |
| OPTIMA VECTOR | TIMBER NORTH | 2FTD5B42L | YWE | 1.70% | $74,390,328 |
| HORIZON EMBER | INSIGHT PIONEER | 7AE7SKH9X | YNEA | 9.77% | $12,993,127 |
| MERIDIAN PRIME | OPTIMA RIDGE | 5A78IPFYD | VVDSK | 2.13% | $113,533,529 |
| UNISON ZENITH OPTIMA | VALUE MATRIX | E744PG505 | NZSO | 1.82% | $105,531,540 |
| MERIDIAN GLACIER | WAVE FOCUS | A2HCFCUFA | SCKQL | 12.27% | $104,399,330 |