ATLANTIC PRIVATE WEALTH, LLC
SEC Form ADV profile.
Total regulatory AUM
$893,973,591
Discretionary
$890,965,580
Non-discretionary
$3,008,011
Firm details
- CRD number
- 311517
- SEC file number
- 801-120757
- Main office
- CHAPEL HILL, NC, United States
- Employees
- 5
- SEC status
- Approved
- Website
- http://www.atlanticpwa.com
- Fee structure
-
Percentage of AUM Fixed fees
As of October 2026.