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ATLANTIC EDGE PRIVATE WEALTH MANAGEMENT

ATLANTIC EDGE PRIVATE WEALTH MANAGEMENT, LLC

CRD 327354 · SEC 801-128750

Visit website

NC, United States

Phone

904-784-3343

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$604.3M

Discretionary AUM

$600.3M

Team

6 total employees; 5 advisory reps

Clients

26-50

Fees

Percentage of AUM; Hourly charges

Org form

Limited Liability Company

Filing date

2026-04-08

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)CONSULTING

Client types

TypeClientsAUM
Individuals124$43.6M
High net worth individuals161$553.4M
Corporations/business entities2$7.3M

States served

NC, TX, FL

All web addresses on file

Official SEC filing: View on IAPD