Juan Antonio Perez mayo
Investment adviser representative at Atlas Private Wealth Advisors
13 yearsExperience
2 statesRegistered in
$859.8MFirm assets
10 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Atlas Private Wealth AdvisorsAug 2016 to now
- LPL Financial LLCDec 2013 to now
Exams passed
- Series 66 · Uniform Combined State Law2002
State registrations
Registered as an investment adviser representative in 2 states (NJ, TX).
Atlas Private Wealth Advisors
Legal name: Atlas Private Wealth Advisors, LLC
$859.8MAssets managed
1,223Clients
19Advisers
10 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4553196
- Firm CRD
- 283744