ATLANTIC WEALTH PARTNERS, LLC

RIASEC RegisteredEst. 2020

Total AUM

$198M

Discretionary

$198M

100% of AUM

Avg account

$244K

Accounts

813

Employees

Advisory reps

Firm details

Headquarters: JUPITER, Florida
CRD number: 289440
Registered since: April 1, 2020
Website: atlanticwp.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM
Client types: HNWI98.61%
Individuals1.39%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Atlantic Wealth Partners, LLC is an independent registered investment adviser organized as an LLC and registered with the SEC in 2020. The firm focuses on serving individual and family clients, charging fees based on a percentage of assets under management. Its advisory toolbox includes financial planning, portfolio management for individuals and small businesses, pension consulting services, and selection of third‑party advisers. The firm identifies itself as a capital allocator and maintains industry roles that include acting as a sponsor/insurance company and as a general partner/managing member of pooled investment vehicles. Atlantic does not position itself as an active ESG investor and is not structured as a multi‑state adviser in the available filing.