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 operates as an independent registered investment adviser, with SEC registration recorded in 2021. The firm is owned by an individual and serves both individual and family clients as well as institutional and business clients. Its advisory services emphasize financial planning and portfolio management for individuals, small businesses, and institutional entities. Fee arrangements include percentage-of-AUM schedules as well as fixed-fee engagements. The firm does not identify as an active ESG investor, and it is not positioned as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 121Active vs passive
$166M in ETFs
84%
$140M
4%
$26.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $47.1M | 61,771 | 28.30% |
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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