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).

By the Numbers
  • Total Assets Under Management
    690
    MILLION
  • Total Number of Accounts
    1,475
    ACCOUNTS
  • 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
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
Showing 1 - 2 of 2 top financial advisors.
1
Andrew W. Blass
CRD#: 4776709
308 West Rosemary Street, Suite 301, Chapel Hill, NC 27516

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 D. Thomas
CRD#: 6753241
308 West Rosemary Street, Suite 301, Chapel Hill, NC 27516

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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