ATLANTIC WEALTH PARTNERS, LLC

759 Parkway Street
Suite 201
Jupiter, Florida 33477
Tel: 561-632-0566

About ATLANTIC WEALTH PARTNERS, LLC

ATLANTIC WEALTH PARTNERS, LLC, formally registered with the SEC as ATLANTIC WEALTH PARTNERS, LLC. The firm was established in 04/01/2020. They have over 2 offices throughout the country.

ATLANTIC WEALTH PARTNERS, LLC is a Jupiter, Florida based Financial Planning firm with nearly $227,741,225 assets under management, offering retirement planning & investment advisory services to 2067 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	289440
SEC#	801-118353
Assets Managed by Firm	$227,741,225
No. of Clients	2067
No. of Advisors	3

Fee Structure

A percentage of AUM

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	2067	$227,741,225
Individuals (other than high net worth individuals)	111	$4,569,128
High net worth individuals	293	$223,172,097

More Retirement Planning firms in Jupiter, Florida:

Firm Name	Assets Under Management	Total Clients	Total Advisors
RAYMOND JAMES & ASSOCIATES, INC. 880 Carillon Parkway St. Petersburg, FL, 33716	$433,814,330,581	1070028	13966
CITADEL ADVISORS LLC Southeast Financial Center, 200 S. Biscayne Blvd., Suite 3300 Miami, FL, 33131	$397,045,307,119	26	2932
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 880 Carillon Parkway Saint Petersburg, FL, 33716	$344,868,106,925	1030208	6727
GQG PARTNERS 450 East Las Olas Boulevard, Suite 750 Fort Lauderdale, FL, 33301	$120,567,542,959	727	189
CORIENT 830 Brickell Plaza, Suite 4800 Miami, FL, 33131	$118,191,936,095	97020	845

Explore More Retirement Advisors in Jupiter, Florida

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.