Atlantic Edge Private Wealth Management

Overview

Atlantic Edge Private Wealth Management is an independent registered investment adviser organized as a limited liability company and registered with the SEC in 2023. The firm is individually owned and serves both high‑net‑worth individuals and families as well as institutional clients. Its advisory mandate centers on financial planning and portfolio management for individuals and small businesses. Fee arrangements include a percentage of assets under management plus the option of hourly billing. The adviser reports it is not an ESG‑focused investor, is not acting as a capital allocator to external private managers, and does not present itself as a pension consultant or related adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices