Transatlantique Private Wealth LLC

Transatlantique Private Wealth LLC (CRD# 169820) is a financial advisory firm headquartered in New York, NY. They manage $595,329,700 in 311 accounts and serve the financial needs of clients across 12 states (or territories).

Current Firm Details
520 Madison Avenue, 37th Floor, New York, NY 10022
https://www.linkedin.com/showcase/transatlantique-private-wealth/
By the Numbers
  • Total Assets Under Management
    595
    MILLION
  • Total Number of Accounts
    311
    ACCOUNTS
  • Average Account Value
    $1,914,243
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • 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.

CA, CO, FL, IL, LA, MA, NH, NY, PA, TX, UT, VT

Financial Advisors at Transatlantique Private Wealth LLC
Showing 1 - 7 of 7 top financial advisors.
1
Michael Audrain, financial advisor Boston MA
Michael Audrain
CRD#: 7101089
10 Post Office Square, Suite 800 South, Boston, MA 02109

Michael Audrain (CRD# 7101089) is an Investment Advisor Representative working at Transatlantique Private Wealth LLC in Boston, MA and has over 5 years of experience in the finance industry.

2
Jerome Khaski, financial advisor New York NY
Jerome J. Khaski
CRD#: 5967553
520 Madison Avenue, 37th Floor, New York, NY 10022

Jerome Khaski (CRD# 5967553) is an Investment Advisor Representative working at Transatlantique Private Wealth LLC in New York, NY and has over 8 years of experience in the finance industry.

3
Xavier Volatier, financial advisor New York NY
Xavier Volatier
CRD#: 6818692
520 Madison Avenue, 37th Floor, New York, NY 10022

Xavier Volatier (CRD# 6818692) is an Investment Advisor Representative working at Transatlantique Private Wealth LLC in New York, NY and has over 7 years of experience in the finance industry.

4
Louiza Ferrara, financial advisor New York NY
Louiza Ferrara
CRD#: 5015992
520 Madison Avenue, 37th Floor, New York, NY 10022

Louiza Ferrara (CRD# 5015992) is an Investment Advisor Representative working at Transatlantique Private Wealth LLC in New York, NY and has 1 year of experience in the finance industry.

5
William Levesque, financial advisor New York NY
William M. Levesque
CRD#: 7531489
520 Madison Avenue, 37th Floor, New York, NY 10022

William Levesque (CRD# 7531489) 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.

6
Antoine Piron, financial advisor San Francisco CA
Antoine P. Piron
CRD#: 4970422
26 O'farrell St, Suite 501, San Francisco, CA 94108

Antoine Piron (CRD# 4970422) is an Investment Advisor Representative working at Transatlantique Private Wealth LLC in San Francisco, CA and has over 18 years of experience in the finance industry.

7
Thomas Wopat-Moreau, financial advisor New York NY
Thomas Wopat-Moreau
CRD#: 7091308
520 Madison Avenue, 37th Floor, New York, NY 10022

Thomas Wopat-Moreau (CRD# 7091308) is an Investment Advisor Representative working at Transatlantique Private Wealth LLC in New York, NY and has over 3 years 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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