San Diego, CA Office

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.