Elias Burgos is a registered investment advisor at Atlas Private Wealth Advisors, based in Red Bank, NJ, with 1 years of industry experience. Elias operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 1,482 clients with $690M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Atlas Private Wealth Advisors manages investments through various programs, charging a percentage of the assets managed. The specific fee ranges up to 2% annually, charged quarterly in advance, and is negotiable. The Advisor may charge a lesser fee or waive fees under certain circumstances. There are also fees for third-party manager services that are separate and in addition to Atlas PWA's fees.
Location
331 Newman Springs Rd., Suite 320, Building 3, 2nd Floor, Red Bank, NJ, 07701
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Since January 2025, Elias owns Burgos Investment Enterprises L.L.C., a home-based real estate wholesaling business. This activity takes about 10-20% of Elias's time and is not investment-related.
Employment History
Current Registrations
Atlas Private Wealth Advisors
LPL Financial LLCBroker
Previous Registrations
Equitable Advisors, LLC
Equitable Advisors, LLCBroker
State Registrations18 states
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