Atlantic Private Wealth, LLC
Atlantic Private Wealth, LLC (CRD# 311517) is a financial advisory firm headquartered in Chapel Hill, NC. They manage $689,684,725 in 1,475 accounts and serve the financial needs of clients across 11 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management690MILLION
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Total Number of Accounts1,475ACCOUNTS
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Average Account Value$467,583
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, CO, IL, LA, MA, MI, NC, NE, NY, OH, TX
Financial Advisors at Atlantic Private Wealth, LLC
1
Andrew Blass (CRD# 4776709) is an Investment Advisor Representative working at Atlantic Private Wealth, LLC in Chapel Hill, NC and has over 13 years of experience in the finance industry.
2
Christopher Thomas (CRD# 6753241) is an Investment Advisor Representative working at Atlantic Private Wealth, LLC in Chapel Hill, NC and has over 6 years of experience in the finance industry.
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