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ATLANTIC PRIVATE WEALTH, LLC
CRD 311517 · SEC 801-120757
308 WEST ROSEMARY STREET, SUITE 301, CHAPEL HILL, NC, 27516, United States
Phone
919-968-2977
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$894.0M
Discretionary AUM
$891.0M
Team
5 total employees; 4 advisory reps
Clients
101-250
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-05
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 78 | $71.2M |
| High net worth individuals | 128 | $717.0M |
| Corporations/business entities | 2 | $105.8M |
States served
CA, IL, LA, MA, MI, NE, NY, NC, OH, TX, FL
All web addresses on file
Official SEC filing: View on IAPD