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ATLANTIC WEALTH PARTNERS, LLC
CRD 289440 · SEC 801-118353
759 PARKWAY STREET, SUITE 201, JUPITER, FL, 33477, United States
Phone
561-632-0566
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$198.1M
Discretionary AUM
$198.1M
Team
4 total employees; 4 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 80 | $2.8M |
| High net worth individuals | 227 | $195.4M |
States served
TN, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD