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Red Bank, NJ Office

Team
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Atlas Private Wealth Advisors logo

Atlas Private Wealth Advisors

Team

Firm-wide stats for Atlas Private Wealth Advisors

Total advisors

19

Across 12 offices

Clients per advisor

64 Typical

Avg AUM per client

$706,839 Low

HNW client ratio

17% Low

About

Atlas Private Wealth Advisors serves individual and high‑net‑worth clients, along with charities and small businesses, providing discretionary and non‑discretionary portfolio management and financial planning. The firm reports about $860 million in assets under management across roughly 1,211 client relationships and is staffed by 18 advisors who deliver investment management, retirement and estate planning, and related services.

The firm implements tailored strategies across a range of LPL Financial‑sponsored platforms, including wrap‑fee and model portfolio programs, manager‑of‑managers offerings, and an advisor‑enhanced automated solution, and it employs asset allocation alongside fundamental, technical and cyclical analysis. Accounts are reviewed and rebalanced regularly, and fees are primarily percentage‑of‑AUM arrangements with specific program terms (e.g., wrap, SWM, OMP, PWP, MWP, MAS, GWP) described in client agreements.

Compared with many multi‑team peers, Atlas discloses use of testimonials and compensated referrals in its marketing and maintains written agreements governing those arrangements, an approach that is uncommon in its peer group. The brochure also notes common conflicts to consider: several advisors are dually registered and licensed to sell commission products and insurance, and the firm receives custodial and transition benefits (including a forgivable loan and transition assistance) from its primary custodian, LPL Financial—relationships the firm discloses and describes in its policies.

Based on Atlas Private Wealth Advisors

Expertise

Retirement income strategy College savings (529s, UTMA, etc.)

Based on Atlas Private Wealth Advisors

Occupation focus

Founder/Business Owner

Based on Atlas Private Wealth Advisors

Location

331 Newman Springs Rd., Suite 320, Building 3, 2nd Floor

Red Bank NJ 07701

Advisors at this office

7

Advisors at this office

user avatar

Lena C

Series 66

Red Bank, NJ

Atlas Private Wealth Advisors

Lena Cazabat is a Series 66-licensed financial advisor with 17 years of industry experience, currently serving at Atlas Private Wealth Advisors since 2016. She also maintains a long-standing affiliation with LPL Financial, where she has worked since 2013. Lena is involved with The Money Honey LLC, a business entity focused on tax and investment purposes. Atlas Private Wealth Advisors serves individual and high-net-worth clients, charities, and small businesses by providing discretionary and non-discretionary portfolio management and financial planning. The firm manages approximately $860 million in assets and employs a range of investment strategies across LPL Financial-sponsored platforms.

Retirement income strategy College savings (529s, UTMA, etc.) Founder/Business Owner
user avatar

Juan P

Series 66

Red Bank, NJ

Atlas Private Wealth Advisors

Juan Perez Mayo is a financial advisor with Atlas Private Wealth Advisors, holding a Series 66 designation and 24 years of industry experience. He has been with Atlas since 2016 and has concurrent experience at LPL Financial starting in 2013. Atlas Private Wealth Advisors serves individual and high-net-worth clients, charities, and small businesses, providing portfolio management and financial planning. The firm employs tailored strategies across various LPL Financial-sponsored platforms, combining asset allocation with fundamental, technical, and cyclical analysis.

Retirement income strategy College savings (529s, UTMA, etc.) Founder/Business Owner
user avatar

Samudra R

Series 66

Red Bank, NJ

Atlas Private Wealth Advisors

Samudra Raychaudhuri is a financial advisor with Atlas Private Wealth Advisors in Red Bank, NJ, holding a Series 66 designation and 18 years of industry experience. He has been with Atlas Private Wealth Advisors and affiliated with LPL Financial since 2016. Atlas Private Wealth Advisors serves individual and high-net-worth clients, charities, and small businesses, providing portfolio management and financial planning through tailored strategies across multiple platforms. The firm employs asset allocation combined with fundamental, technical, and cyclical analysis and manages approximately $860 million in assets.

Retirement income strategy College savings (529s, UTMA, etc.) Founder/Business Owner
user avatar

Ryan C

CFP®

Red Bank, NJ

Atlas Private Wealth Advisors

Ryan Coburn is a CFP® professional with four years of industry experience. He is the Director of Financial Planning at Atlas Private Wealth Advisors, where he has worked since 2021. Prior to joining Atlas, he held several roles at eMoney Advisor from 2016 to 2020. Atlas Private Wealth Advisors serves individual and high-net-worth clients, charities, and small businesses by providing discretionary and non-discretionary portfolio management and financial planning. The firm manages approximately $860 million in assets across more than 1,200 client relationships and utilizes a range of investment platforms and strategies.

Retirement income strategy College savings (529s, UTMA, etc.) Founder/Business Owner
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Christopher C

Series 66

Red Bank, NJ

Atlas Private Wealth Advisors

Christopher Cusack is a financial advisor with Atlas Private Wealth Advisors in Red Bank, NJ, holding a Series 66 designation and two years of industry experience. His prior roles include positions at LPL Financial, Integrity Wealth Management, Dow Jones, and the New Jersey PGA. Atlas Private Wealth Advisors is a multi-advisor registered investment adviser serving individuals, high-net-worth clients, charitable organizations, and small businesses. The firm manages approximately $688 million in client assets and offers discretionary and non-discretionary portfolio management, financial planning, and access to multiple LPL-sponsored program platforms.

Retirement income strategy College savings (529s, UTMA, etc.) Founder/Business Owner
user avatar

Vladislav K

CFP®, Series 66

Red Bank, NJ

Atlas Private Wealth Advisors

Vladislav Krubich is a CFP® professional with 26 years of industry experience. He has worked with Atlas Private Wealth Advisors since 2016 and has been affiliated with LPL Financial since 2013. Atlas Private Wealth Advisors serves individual and high-net-worth clients, charities, and small businesses by providing discretionary and non-discretionary portfolio management and financial planning. The firm employs a range of investment strategies across LPL Financial–sponsored platforms, combining asset allocation with fundamental, technical, and cyclical analysis.

Retirement income strategy College savings (529s, UTMA, etc.) Founder/Business Owner
user avatar

Elias B

Series 66

Red Bank, NJ

Atlas Private Wealth Advisors

Elias Burgos is a financial advisor at Atlas Private Wealth Advisors with a Series 66 credential and two years of industry experience. His prior roles include positions at Equitable Advisors, LLC and LPL Financial, as well as entrepreneurial experience with Burgos Enterprises Junk Removal. Atlas Private Wealth Advisors serves individual and high-net-worth clients, charities, and small businesses by providing discretionary and non-discretionary portfolio management and financial planning. The firm manages approximately $860 million in assets across more than 1,200 client relationships, utilizing tailored strategies and a combination of fundamental, technical, and cyclical analysis.

Retirement income strategy College savings (529s, UTMA, etc.) Founder/Business Owner
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