| Name | Title | Ownership | Since |
|---|---|---|---|
| Jeffery T Albaneze Control | Managing Member & Investment Advisor Representative | 25-50% | 2023 |
| Kaitlyn Pandzik Weatherly Control | Managing Member & Investment Advisor Representative | 25-50% | 2023 |
| Matthew Boyd Cochran Control | Managing Member, Investment Advisor Representative, & Chief Compliance Officer | 25-50% | 2023 |
Atlantic Edge Private Wealth Management, LLC reports $535.1 million in regulatory assets under management on its Form ADV.
Atlantic Edge Private Wealth Management, LLC reports 6 employees.
Atlantic Edge Private Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Phone | 904-784-3343 |
| Office hours | 9a.m. - 5p.m. |
| SEC region | Miami Regional Office (MIRO) |
| CIK | 2011145 |
| Discloses disciplinary history | No |
| Discretionary | $529.7M |
| Non-discretionary | $5.4M |
| Total (RAUM) | $535.1M |