Transatlantique Private Wealth LLC

Transatlantique Private Wealth LLC (CRD# 169820) is a financial advisory firm headquartered in New York, NY. They manage $68,030,500 in 41 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    68
    MILLION
  • Total Number of Accounts
    41
    ACCOUNTS
  • Average Account Value
    $1,659,280
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
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.

CA, IL, MA, NY, TX

Financial Advisors at Transatlantique Private Wealth LLC
Showing 1 - 5 of 5 top financial advisors.
1
Pascal D. Le Coz
CRD#: 6277509
520 Madison Avenue, 37th Floor, New York, NY 10022
90
Wealthminder
score

Pascal Le Coz (CRD# 6277509) is an Investment Advisor Representative working at Transatlantique Private Wealth LLC in New York, NY and has over 4 years of experience in the finance industry.

2
Delphia Polle
CRD#: 6170028
520 Madison Avenue, 37th Floor, New York, NY 10022
90
Wealthminder
score

Delphia Polle (CRD# 6170028) is an Investment Advisor Representative working at Transatlantique Private Wealth LLC in New York, NY and has over 4 years of experience in the finance industry.

3
Jerome J. Khaski
CRD#: 5967553
520 Madison Avenue, 37th Floor, New York, NY 10022
89
Wealthminder
score

Jerome Khaski (CRD# 5967553) is an Investment Advisor Representative working at Transatlantique Private Wealth LLC in New York, NY and has over 2 years of experience in the finance industry.

4
Xavier Volatier
CRD#: 6818692
26 O'farrell St, Suite 501, San Francisco, CA 94108
88
Wealthminder
score

Xavier Volatier (CRD# 6818692) is an Investment Advisor Representative working at Transatlantique Private Wealth LLC in San Francisco, CA and has 1 year of experience in the finance industry.

5
Aurelie D. Sparfel Dubarry
CRD#: 6855528
26 O'farrell Street, Suite 501, San Francisco, CA 94108
87
Wealthminder
score

Aurelie Sparfel Dubarry (CRD# 6855528) is an Investment Advisor Representative working at Transatlantique Private Wealth LLC in San Francisco, CA and has 1 year of experience in the finance industry.

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