Atlantic Edge Private Wealth Management

Atlantic Edge Private Wealth Management (CRD# 327354) is a financial advisory firm headquartered in , . They manage $454,635,000 in 743 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    455
    MILLION
  • Total Number of Accounts
    743
    ACCOUNTS
  • Average Account Value
    $611,891
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL

Financial Advisors at Atlantic Edge Private Wealth Management
Showing 1 - 3 of 3 top financial advisors.
1
Matthew Cochran, financial advisor Jacksonville FL
Matthew B. Cochran
CRD#: 5007977
Jacksonville, FL

Matthew Cochran (CRD# 5007977) is an Investment Advisor Representative working at Atlantic Edge Private Wealth Management in Jacksonville, FL and has over 18 years of experience in the finance industry.

2
Kaitlyn Weatherly, financial advisor Jacksonville FL
Kaitlyn P. Weatherly
CRD#: 6302851
Jacksonville, FL

Kaitlyn Weatherly (CRD# 6302851) is an Investment Advisor Representative working at Atlantic Edge Private Wealth Management in Jacksonville, FL and has 1 year of experience in the finance industry.

3
Jeffery Albaneze, financial advisor Jacksonville FL
Jeffery T. Albaneze
CRD#: 6674627
Jacksonville, FL

Jeffery Albaneze (CRD# 6674627) is an Investment Advisor Representative working at Atlantic Edge Private Wealth Management in Jacksonville, FL and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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