# ATLAS PRIVATE WEALTH MANAGEMENT, LLC

ATLAS PRIVATE WEALTH MANAGEMENT, LLC of ALBANY, NY is an SEC-registered investment adviser.

## Registration

- CRD: 145331
- Type: SEC-registered investment adviser
- SEC file number: 801-68444
- Location: 3 ATRIUM DRIVE, SUITE 265, ALBANY, NY, 12205-6400
- Phone: (518) 482-5777
- Latest filing: 2024-05-03
- Regulatory AUM: $1.3B
- Discretionary AUM: $1.3B
- Clients: 20
- Accounts: 3,633

## Officers, owners & control persons (20)

| Name | Role | Location |
| --- | --- | --- |
| CARMAN DONALD W | SVP/DIRECTOR OF TAX AND FINANCIAL PLANNING | — |
| HICKEY MICHAEL J | EVP/MANAGING DIRECTOR | — |
| DION DONALD ROSAIRE | PRESIDENT | — |
| SAUER MATTHEW DAVID | CHIEF COMPLIANCE OFFICER/CHIEF OPERATING OFFICER | — |
| WALSH HANS THOMAS | EXECUTIVE VICE PRESIDENT AND DIRECTOR OF TAX PLANNING | — |
| LANGHAUSER JOANNE | SVP/CHIEF COMPLIANCE OFFICER | — |
| STELLEY JOHN C | COMPLIANCE OFFICER | — |
| BRITTON GREGORY ROBERT | CHIEF EXECUTIVE OFFICER, ATLAS; DIRECTOR OF WEALTH MANAGEMENT; PRESIDENT AND CHIEF EXECUTIVE OFFICER (+3 more) | — |
| LEO DEREK BENJAMIN | SENIOR VICE PRESIDENT, GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER | — |
| BERTI BRUCE | CHIEF FINANCIAL OFFICER | — |
| CHARBONNEAU CARRIE | DIRECTOR, FINANCE | — |
| WHEELER NATALIE | DIRECTOR, CLIENT SERVICES | — |
| HOESSLE LISA | DIRECTOR, OPERATIONS | — |
| OGLE JOHN C | CHIEF INVESTMENT OFFICER | — |
| POTTERTON TOBY ARTHUR | MANAGING DIRECTOR; MANAGING DIRECTOR AND PRESIDENT OF ADVISORY SERVICES; SENIOR WEALTH MANAGEMENT ADVISOR | — |
| PETRIE STEVEN | CHIEF TECHNOLOGY OFFICER | — |
| SCHREER KRISTEN THERESE | CHIEF OPERATING OFFICER; MANAGING DIRECTOR AND CHIEF OPERATING OFFICER; PRESIDENT | — |
| RAPKE SARAH LYNN | CHIEF COMPLIANCE OFFICER | — |
| BENNARD MOLLY LYNN | CHIEF EXECUTIVE OFFICER, CONNECTUS | — |
| O'BRIEN KRISTEN THERESE | PRESIDENT | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/145331/brochure
- Similar advisers: https://search.stillhousedata.com/firm/145331/similar
- Related entities: https://search.stillhousedata.com/firm/145331/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/145331

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.