Atlantic Wealth Advisory Services, LLC

Atlantic Wealth Advisory Services, LLC (CRD# 288243) is a financial advisory firm headquartered in Melbourne Beach, FL. They manage $300,000 in 6 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Atlantic Wealth Advisory Services, LLC
Showing 1 - 1 of 1 top financial advisors.
James V. Aulenti
CRD#: 1030010
240 Hammock Shore Dr, Suite 105, Melbourne Beach, FL 32951

James Aulenti (CRD# 1030010) is an Investment Advisor Representative working at Atlantic Wealth Advisory Services, LLC in Melbourne Beach, FL and has over 36 years of experience in the finance industry.

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