ATLAS PRIVATE WEALTH ADVISORS, LLC

← Back to list

UUID68e6b9a4-61d4-5d09-8e02-a9033f357a9a

TypeASSET_MANAGER

Status—

Created2025-10-23 02:23:53

Updated2025-10-23 02:24:36

Available Loaders

SEC Form ADV (XLSX Metrics)

Loads advanced metrics from the monthly IAPD XLSX exports (RAUM breakdown, client mix, service flags) into the adv_metrics table.

Open
SEC Form ADV Part 1 (Bulk)

Loads Form ADV Part 1 bulk data from the local CSV snapshot. Includes headquarters info, aliases, control persons, and evidence links.

Open

Identifiers

Authority	Identifier	Display	As Of	Confidence
adv_crd	283744	283744	—	1.0
sec_file_number	801-107919	801-107919	—	—

Profile

WebsiteHTTPS://WWW.FACEBOOK.COM/ATLASPRIVATEWEALTHADVISORS

HQ CityRED BANK

HQ StateNJ

HQ CountryUnited States

AUM (USD)—

AUM As OfNone

Aliases:

ATLAS PRIVATE WEALTH ADVISORS adv_part1

ADV Metrics

Assets & Accounts

RAUM (total)688,121,996.0
RAUM (discretionary)687,621,996.0
Actionable assets384,527,365.0
Accounts2,524.0

Institutional Clients

Government AUM—
Pension AUM500,000.0
Charitable AUM—
HNW AUM378,631,627.0

As of 2025-06-02 00:00:00 • Source ia09022025.xlsx

People

Name	Title	Role	Email	Evidence
CRESPO, TRACEY, Micheal	CHIEF OPERATING OFFICER	OFFICER	—	{"filing_id": "2017492", "owner_id": "6046308", "source": "adv_part1", "table": "Schedule_A_B"}
KRUBICH, VLADISLAV	MANAGING MEMBER / CHIEF COMPLIANCE OFFICER	OFFICER	—	{"filing_id": "2017492", "owner_id": "3240656", "source": "adv_part1", "table": "Schedule_A_B"}
PEREZ MAYO, JUAN, ANTONIO	MANAGING MEMBER	OFFICER	—	{"filing_id": "2017492", "owner_id": "4553196", "source": "adv_part1", "table": "Schedule_A_B"}

Name

Title

Role

Evidence

CRESPO, TRACEY, Micheal

CHIEF OPERATING OFFICER

OFFICER

—

{"filing_id": "2017492", "owner_id": "6046308", "source": "adv_part1", "table": "Schedule_A_B"}

KRUBICH, VLADISLAV

MANAGING MEMBER / CHIEF COMPLIANCE OFFICER

OFFICER

—

{"filing_id": "2017492", "owner_id": "3240656", "source": "adv_part1", "table": "Schedule_A_B"}

PEREZ MAYO, JUAN, ANTONIO

MANAGING MEMBER

OFFICER

—

{"filing_id": "2017492", "owner_id": "4553196", "source": "adv_part1", "table": "Schedule_A_B"}

Outbound Affiliations

Relation	Organization	Last Updated	Evidence
No outbound affiliations.

Inbound Affiliations

Relation	Organization	Last Updated	Evidence
No inbound affiliations.

Evidence

adv_part1

data/raw/sec_adv/raw_adv/ADV_Filing_Data_20250901_20250930/IA_ADV_Base_A_20250901_20250930.csv 2025-10-23 02:24:36 • csv
```
{
  "date_submitted": "09/22/2025 07:41:52 PM",
  "filing_id": "2017492",
  "reg_type": "IA"
}
```

ATLAS PRIVATE WEALTH ADVISORS, LLC

Available Loaders

SEC Form ADV (XLSX Metrics)

SEC Form ADV Part 1 (Bulk)

Identifiers

Profile

ADV Metrics

Assets & Accounts

Institutional Clients

People

Outbound Affiliations

Inbound Affiliations

Evidence

adv_part1