ATLANTIC PRIVATE WEALTH, LLC
Firm details
- Headquarters
- CHAPEL HILL, North Carolina
- CRD number
- 311517
- Registered since
- April 9, 2021
- Website
- www.atlanticpwa.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI80.21%
- Corporations / Businesses11.83%
- Individuals7.96%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Atlantic Private Wealth, LLC is an independent registered investment adviser formed as an LLC and registered with the SEC in 2021. The firm is privately owned by an individual and serves both high‑net‑worth individuals and families as well as institutional clients. Its advisory offering centers on financial planning and discretionary portfolio management for individuals, small businesses, and other institutions. Compensation is charged through a mix of asset‑based fees and fixed fees. The firm is not structured as a capital allocator and does not self‑identify as an ESG investor or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds51%
- US Government Bonds46%
- Cash & Cash Equivalents2%
- Exchange Traded Equities1%
Owners & executives
1 of 1JESSICA ROEPER
Chief Compliance OfficerCRD 5900014
Contacts
3 of 4CHRISTOPHER THOMAS
Relationship ManagerCRD 6753241
ANDREW BLASS
FounderCRD 4776709
Joseph Acquanita
Wealth ManagerCRD 7312389
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 126Active vs passive
$152M in ETFs
88%
$134M
5%
$18.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $43M | 66,125 | 28.25% |
Location
CHAPEL HILL, NC
ORANGE
Location
CHAPEL HILL, NC
Headquartered in CHAPEL HILL, NC, anchoring the Raleigh-Durham-Cary, NC metro in the South.
- Metro area
- Raleigh-Durham-Cary, NC
- Region
- South
- County
- ORANGE
- Address
- 308 W Rosemary St
- Time zone
- ET (UTC-5)
- Office locations
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