Joshua Aaron Perlmutter
Investment adviser representative at Atlas
10 yearsExperience
1 stateRegistered in
$153.9MFirm assets
3 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 assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- AtlasJan 2024 to now
- Atfs AdvisersJan 2024 to now
- Lido Advisors, LLCJan 2021 to Oct 2023
- Geowealth Management, LLCFeb 2020 to Jan 2021
- Cresset Asset Management, LLCApr 2018 to Feb 2020
- Stifel, Nicolaus & Company, Inc.Jun 2016 to Apr 2018
Exams passed
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 1 state (IL).
Atlas
Legal name: Atfs Advisers LLC
$153.9MAssets managed
48Clients
8Advisers
3 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
- 6551863
- Firm CRD
- 324191