Atlantic Wealth Partners, LLC

Atlantic Wealth Partners, LLC (CRD# 289440) is a financial advisory firm headquartered in Jupiter, FL. They manage $227,741,225 in 2,067 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
759 Parkway Street, Suite 201, Jupiter, FL 33477
https://www.facebook.com/helpingheroesretire
By the Numbers
  • Total Assets Under Management
    228
    MILLION
  • Total Number of Accounts
    2,067
    ACCOUNTS
  • Average Account Value
    $110,180
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, NH, TN, TX

Financial Advisors at Atlantic Wealth Partners, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Greggory Brant, financial advisor Jupiter FL
Greggory W. Brant
CRD#: 6255725
759 Parkway Street, Suite 201, Jupiter, FL 33477

Greggory Brant (CRD# 6255725) is an Investment Advisor Representative working at Atlantic Wealth Partners, LLC in Jupiter, FL and has over 10 years of experience in the finance industry.

2
Stephen Olson, financial advisor Jupiter FL
Stephen T. Olson
CRD#: 6285609
759 Parkway Street, Suite 201, Jupiter, FL 33477

Stephen Olson (CRD# 6285609) is an Investment Advisor Representative working at Atlantic Wealth Partners, LLC in Jupiter, FL and has over 10 years of experience in the finance industry.

3
Tad Sacheck, financial advisor Jupiter FL
Tad M. Sacheck
CRD#: 5782170
759 Parkway Street, Suite 201, Jupiter, FL 33477

Tad Sacheck (CRD# 5782170) is an Investment Advisor Representative working at Atlantic Wealth Partners, LLC in Jupiter, FL and has over 13 years of experience in the finance industry.

4
Anthony Vernale, financial advisor Jupiter FL
Anthony J. Vernale
CRD#: 7445835
759 Parkway Street, Suite 201, Jupiter, FL 33477

Anthony Vernale (CRD# 7445835) is an Investment Advisor Representative working at Atlantic Wealth Partners, LLC in Jupiter, 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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