Atlantic Private Wealth, LLC
Firm details
- Headquarters
- Chapel Hill, North Carolina
- CRD number
- 311517
- Registered since
- April 9, 2021
- Website
- www.atlanticpwa.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI80.21%
- Corporations / Businesses11.83%
- Individuals7.96%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Atlantic Private Wealth, LLC is an independent registered investment adviser set up as an LLC and SEC-registered in 2021. The firm serves both individual/family and institutional clients and provides financial planning and portfolio management for individuals, small businesses, and institutions. Its fee arrangements combine a percentage of assets under management and fixed-fee engagements. Atlantic Private Wealth is not positioned as a capital allocator, does not report active ESG investing, and is not a multi-state or newly formed adviser per the snapshot data.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds51%
- US Government Bonds46%
- Cash & Cash Equivalents2%
- Exchange Traded Equities1%
Owners & executives
1 of 1Jessica Roeper
Chief Compliance OfficerCRD 5900014
Contacts
3 of 4
Christopher Thomas
Relationship ManagerCRD 6753241
Andrew Blass
FounderCRD 4776709
Joseph Acquanita
Wealth ManagerCRD 7312389
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 126Active vs passive
$152M in ETFs
88%
$134M
5%
$18.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $43M | 66,125 | 28.25% |
Location
Chapel Hill, NC
Orange
Location
Chapel Hill, NC
Headquartered in Chapel Hill, NC, anchoring the Raleigh-Durham-Cary, NC metro in the South.
- Metro area
- Raleigh-Durham-Cary, NC
- Region
- South
- County
- Orange
- Address
- 308 W Rosemary St
- Time zone
- ET (UTC-5)
- Office locations
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