Managing Member · Atlas Private Wealth Advisors
Juan A. Perez Mayo
CRD 4553196 · Named on Form ADV at one SEC-registered adviser
At a glance
Atlas Private Wealth Advisors, an SEC-registered wealth manager based in Red Bank, NJ with $860 million in regulatory assets, lists Juan A. Perez Mayo on its Form ADV as Managing Member, a control person.
Firms and roles
- Atlas Private Wealth AdvisorsManaging MemberWealth manager · Red Bank, NJ · $860M in regulatory assets
AtlasMembers
Juan’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Vladislav KrubichManaging Member / Chief Compliance Officer, Atlas Private Wealth Advisors
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Juan’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.