Atlantic Edge Private Wealth Management

RIASEC Registered

Total AUM

$604M

Discretionary

$600M

99% of AUM

Avg account

$666K

Accounts

907

Employees

6

Advisory reps

5

Firm details

Headquarters: ,
CRD number: 327354
Registered since: September 15, 2023
Website: www.atlanticedgewealth.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges
Client types: HNWI91.58%
Individuals7.22%
Corporations / Businesses1.21%
Services: Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Atlantic Edge Private Wealth Management is an independent registered investment adviser organized as an LLC. The firm registered with the SEC in 2023 and is owned by an individual proprietor. Its client base spans high-net-worth individuals and families as well as some institutional relationships. Core services emphasize financial planning and discretionary portfolio management for individuals and small businesses. The firm charges a mix of percentage-of-AUM fees and hourly advisory fees. Atlantic Edge reports it is not focused on ESG investing and does not operate as a capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Exchange Traded Equities66%
Public Funds/Mutual Funds28%
US Government Bonds3%
State & Local Bonds1%
Cash & Cash Equivalents1%

Contacts

3 of 5

Robert Filosa
Portfolio ManagerCRD 7160306
Kaitlyn Weatherly
Managing MemberCRD 6302851
Jeffery Albaneze
Managing MemberCRD 6674627

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Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 193

Active vs passive

$291M in ETFs

Passive

77%

$224M

Active

23%

$67.2M

ETF	Provider	Style	Category	Value	Shares	% of portfolio
ISHARES CORE MSCI EAFE ETF (IEFA)	BlackRock	Passive	Foreign Large Blend	$28.8M	296,802	9.88%

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Primary office

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Location

, null

Headquartered in , null.

Office locations

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