# Atlas Private Wealth Advisors

> Atlas Private Wealth Advisors is an SEC-registered investment advisory firm in Red Bank, NJ, registered since 2016, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated July 22, 2026.

- CRD: 283744
- Filed as: ATLAS PRIVATE WEALTH ADVISORS
- Legal name: Atlas Private Wealth Advisors, LLC
- Also doing business as: CHAMPION FINANCIAL TEAM, PAUL CARPENTER CAPITAL ADVISORS
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Red Bank, NJ
- Filing period: October 2026
- Form ADV filing dated: July 22, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/283744
- AdvisorCensus page: https://advisorcensus.com/firm/atlas-private-wealth-advisors-red-bank-nj-283744

## Quick answers

**How is Atlas Private Wealth Advisors compensated?**
On its Form ADV (Item 5.E, October 2026), Atlas Private Wealth Advisors reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does Atlas Private Wealth Advisors charge?**
Its Form ADV Part 2A brochure dated March 25, 2026 states: Flat fee: $500 to $15,000 (financial planning fees). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Atlas Private Wealth Advisors located?**
Atlas Private Wealth Advisors' principal office is in Red Bank, NJ, according to its Form ADV; the August 2026 filing also lists 7 other offices (Schedule D, Section 1.F).

**Is Atlas Private Wealth Advisors registered with the SEC or a state?**
Atlas Private Wealth Advisors is an SEC-registered investment advisory firm, registered since 2016. Status as filed: Approved. CRD 283744.

**How much does Atlas Private Wealth Advisors manage?**
Atlas Private Wealth Advisors reports $859,775,602 in regulatory assets under management in its Form ADV filing dated July 22, 2026 (100% discretionary).

**How have Atlas Private Wealth Advisors' assets and staff changed since 2021?**
In the Form ADV data for Atlas Private Wealth Advisors: Regulatory assets under management: $365,881,889 in the October 2021 data and $859,775,602 in the October 2026 data, up 135%. Total employees: 15 in October 2021 and 29 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Atlas Private Wealth Advisors serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (1,000); high net worth individuals (211); corporations or other businesses not listed above (12).

**Which custodians does Atlas Private Wealth Advisors use?**
Atlas Private Wealth Advisors' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists LPL Financial LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Atlas Private Wealth Advisors report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/283744

**What changed in Atlas Private Wealth Advisors' recent Form ADV filings?**
In the August 2026 filing data: Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 25, 2026)

- Flat fee: $500 to $15,000 (financial planning fees)

> Financial planning fees are generally payable by check to Atlas PWA, Inc. based on a fixed fee range from $500 to $15,000 depending on the particular complexities involved.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- LPL Financial LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $859,775,602
- Discretionary: $859,775,602
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 1,000 | $315,501,895 |
| High net worth individuals | 211 | $540,480,300 |
| Banking or thrift institutions | 0 | Not reported |
| Investment companies | 0 | Not reported |
| Business development companies | 0 | Not reported |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | Not reported |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | Not reported |
| Charitable organizations | 0 | Not reported |
| State or municipal government entities (including government pension plans) | 0 | Not reported |
| Other investment advisers | 0 | Not reported |
| Insurance companies | 0 | Not reported |
| Sovereign wealth funds and foreign official institutions | 0 | Not reported |
| Corporations or other businesses not listed above | 12 | $3,793,407 |
| Other | 0 | Not reported |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2016 (10 years)
- Employees: 29 total, 14 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: AZ, CA, CO, CT, DE, FL, GA, ID, LA, MA, MD, NC, NH, NJ, NV, NY, OH, OR, PA, SC, TX, VA, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the August 2026 filing
- Charlotte, NC
- Fort Lauderdale, FL
- Johnstown, PA
- Marlboro, NJ
- Ocean City, MD
- Santa Rosa, CA
- Woodland Hills, CA

### Websites listed on Form ADV (Item 1.I)
- atlasprivatewealthadvisors.com
- championfinancialteam.com
- Facebook @ATLASPRIVATEWEALTHADVISORS
- Facebook @ChampionFinancialTEAM
- LinkedIn @atlas-private-wealth-advisors

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $365,881,889 | 15 | August 10, 2021 |
| October 2022 | $469,385,474 | 17 | August 24, 2022 |
| October 2023 | $509,617,730 | 28 | March 23, 2023 |
| October 2024 | $557,680,331 | 21 | July 16, 2024 |
| October 2025 | $688,121,996 | 21 | June 2, 2025 |
| October 2026 | $859,775,602 | 29 | July 22, 2026 |

Regulatory assets under management: $365,881,889 in the October 2021 data and $859,775,602 in the October 2026 data, up 135%.
Total employees: 15 in October 2021 and 29 in October 2026.

## Changes in the filing (last 12 months)

### August 2026
- Updated its list of owners and control persons (Schedule A).

### July 2026
- Added an office in Ocean City, MD.
- No longer lists an office in Salisbury, MD.

### June 2026
- Added an office in Marlboro, NJ.

### April 2026
- Employees performing advisory functions went from 13 to 14.
- Regulatory assets under management went from $688,121,996 to $859,775,602 (+25%).
- No longer lists an office in Miami Beach, FL.
- Registered or notice-filed in ID, NH, NV, OH, WA.

### November 2025
- Changed its office addresses in Miami Beach, FL.
- Added an office in Salisbury, MD.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Atlas Private Wealth Advisors (CRD 283744): Form ADV filing data as of October 2026.