Atlantic Private Wealth, LLC

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Client assets under management

$788,214,518

Clients

206

62% high-net worth

Advisors

of 5 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

Typical

Average account size

$3,826,284

About

Atlantic Private Wealth, LLC is a registered investment adviser managing about $894 million in client assets for roughly 206 clients, serving individuals (including high-net-worth households), trusts, estates, charitable and tax-exempt organizations, corporations and retirement plan sponsors. The firm’s primary services are discretionary investment management, supplemented by standalone financial planning, corporate retirement plan management, consulting, and certain back-office support services.

APW combines quantitative and technical analysis with an asset-allocation framework and invests across equities, fixed income, mutual funds, ETFs and cash, using strategies that range from long- and short-term purchases to options (including covered calls) and short sales where appropriate. Accounts are monitored and reviewed regularly, are largely managed on a discretionary basis, and the firm may use margin or structured annuities inside retirement accounts when it deems them suitable.

Notable features versus many peers include a relatively recent founding date (2021) while managing institutional-scale assets with a small advisor team and a modest client base, resulting in a high assets-per-client profile. APW also offers back-office coordination (invoice preparation, tax reporting), uses standing letters of authorization and direct fee debit (custody-related practices), principally recommends Fidelity for custody and receives platform/research benefits, and discloses that some supervised persons sell insurance on a commission basis—each of which the brochure identifies as potential conflicts that are disclosed and managed.

Client services

Financial planning Portfolio management

Expertise

Annuities Options & derivatives strategies

Fee options

Fixed

Financial planning and consulting fees starting at $2,500, negotiable depending on scope and complexity.

Commissions

Certain supervised persons offer insurance products on a commission basis under separate arrangements.

Subscriptions

Annual fee for back-office services payable in quarterly installments, negotiated on a client-by-client basis.

Main office location

Atlantic Private Wealth, LLC

308 West Rosemary Street, Suite 301

Chapel Hill NC 27516, United States

Number of offices

Most active in

California · Florida · Illinois · Louisiana · Massachusetts · Michigan · Nebraska · New York · North Carolina · Ohio · Texas

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Website 919-968-2977

Advisors at this firm

Christopher T

Series 66

Chapel Hill, NC

Atlantic Private Wealth, LLC

Christopher Thomas is a financial advisor at Atlantic Private Wealth, LLC in Chapel Hill, NC, holding a Series 66 designation with eight years of industry experience. His prior roles include positions at Goldman Sachs Personal Financial Management and Cetera Advisor Networks. He has also been involved with the YMCA and William Peace University. Atlantic Private Wealth serves individuals, trusts, estates, charitable organizations, endowments, corporations, and retirement plans, offering investment management, financial planning, and back-office services. The firm customizes portfolios based on client risk tolerance, time horizon, and liquidity needs, using a diverse range of investment strategies and instruments.

Annuities Options & derivatives strategies

Chase W

Series 63, Series 65

Chapel Hill, NC

Atlantic Private Wealth, LLC

Chase Wietfeld is a financial advisor at Atlantic Private Wealth, LLC with three years of industry experience. He has held prior roles at D.A. Davidson and Mutual of Omaha. Atlantic Private Wealth serves high-net-worth individuals, trusts, estates, charitable organizations, endowments, corporations, and retirement plans. The firm provides investment management, financial planning, and consulting, using an investment approach that combines asset allocation with technical and quantitative analysis across a variety of instruments and strategies.

Annuities Options & derivatives strategies

Joseph A

Series 66

Chapel Hill, NC

Atlantic Private Wealth, LLC

Joseph Acquanita is a financial advisor with Atlantic Private Wealth, LLC in Chapel Hill, NC. He holds a Series 66 designation and has four years of industry experience. His prior work includes roles at Cambridge Investment Research Advisors, Inc. and Family Legacy Financial Solutions, LLC. Atlantic Private Wealth serves individuals, trusts, estates, charitable organizations, endowments, corporations, and retirement plans. The firm offers investment management, financial planning, and consulting, tailoring portfolios to clients’ risk tolerance and time horizon using a range of investment strategies and instruments.

Annuities Options & derivatives strategies

Andrew B

Series 65

Chapel Hill, NC

Atlantic Private Wealth, LLC

Andrew Blass is a financial advisor at Atlantic Private Wealth, LLC in Chapel Hill, NC, holding a Series 65 designation with 15 years of industry experience. He worked at Goldman Sachs Personal Financial Management for six years before joining Atlantic Private Wealth in 2021. Atlantic Private Wealth serves high-net-worth individuals, trusts, estates, charitable organizations, endowments, corporations, and retirement plans, offering investment management, financial planning, and corporate retirement plan services. The firm employs a tailored investment approach using asset allocation combined with technical and quantitative analysis across a variety of instruments and strategies.

Annuities Options & derivatives strategies

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