ATLANTIC PRIVATE WEALTH, LLC

308 West Rosemary Street
Suite 301
Chapel Hill, North Carolina 27516
Tel: 919-968-2977

About ATLANTIC PRIVATE WEALTH, LLC

ATLANTIC PRIVATE WEALTH, LLC, formally registered with the SEC as ATLANTIC PRIVATE WEALTH, LLC. The firm was established in 04/09/2021. They have over 1 offices throughout the country.

ATLANTIC PRIVATE WEALTH, LLC is a Chapel Hill, North Carolina based Financial Planning firm with nearly $787,661,112 assets under management, offering retirement planning & investment advisory services to 1292 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	311517
SEC#	801-120757
Assets Managed by Firm	$787,661,112
No. of Clients	1292
No. of Advisors	5

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	1292	$787,661,112
Individuals (other than high net worth individuals)	73	$52,658,267
High net worth individuals	120	$632,266,850
Pension and profit sharing plans	1	$2,505,027
Corporations or other businesses	2	$100,230,968

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