Atlantic Edge Private Wealth Management

RIASEC RegisteredEst. 2023

Total AUM

$604M

Discretionary

$600M

99% of AUM

Avg account

$666K

Accounts

907

Employees

6

Advisory reps

5

Firm details

Headquarters: ,
CRD number: 327354
Registered since: September 15, 2023
Website: www.atlanticedgewealth.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges
Client types: HNWI91.58%
Individuals7.22%
Corporations / Businesses1.21%
Services: Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Atlantic Edge Private Wealth Management is an independently owned RIA structured as an LLC and registered with the SEC in 2023. The firm advises both individuals/families and institutional clients, offering financial planning and portfolio management for individuals and small businesses. Its billing mixes percentage-of-assets fees with hourly charges. The firm does not position itself as a capital allocator or an active ESG investor and is not registered as a multistate adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Exchange Traded Equities66%
Public Funds/Mutual Funds28%
US Government Bonds3%
State & Local Bonds1%
Cash & Cash Equivalents1%

Contacts

3 of 5

Robert Filosa
Portfolio ManagerCRD 7160306
Ethan Caldarelli
Investment AdvisorCRD 7492976
Jeffery Albaneze
Managing MemberCRD 6674627

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Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 183

Active vs passive

$293M in ETFs

Passive

78%

$229M

Active

21%

$63.6M

ETF	Provider	Style	Category	Value	Shares	% of portfolio
ISHARES CORE MSCI EAFE ETF (IEFA)	BlackRock	Passive	Foreign Large Blend	$27.3M	282,364	9.31%

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Primary office

, null

Location

, null

Headquartered in , null.

Office locations

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