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Atlantic Private Wealth, LLC

● SEC registered since 2021CRD 311517SEC# 801-120757Chapel Hill, NC
Export (members)
Reg. AUM
$787.7M
Employees
5
Accounts
1,292
Location
Chapel Hill, NC

Atlantic Private Wealth, LLC assets under management

Atlantic Private Wealth, LLC is an investment advisory firm registered with the SEC based in Chapel Hill, NC. The firm has been registered since 2021. It reports $787.7 million in regulatory assets under management and employs 5 people.
www.atlanticpwa.comView on SEC.gov ↗

Atlantic Private Wealth, LLC owners & executives

2 reported
NameTitleOwnershipSince
Andrew William Blass ControlSole MemberOver 75%2021
Jessica J Roeper ControlChief Compliance OfficerUnder 5%2023

Frequently asked questions

How much does Atlantic Private Wealth, LLC manage?

Atlantic Private Wealth, LLC reports $787.7 million in regulatory assets under management on its Form ADV.

How many employees does Atlantic Private Wealth, LLC have?

Atlantic Private Wealth, LLC reports 5 employees.

Where is Atlantic Private Wealth, LLC located?

Atlantic Private Wealth, LLC is based in Chapel Hill, NC and has been SEC-registered since 2021.

Does Atlantic Private Wealth, LLC disclose fund performance?

Atlantic Private Wealth, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address308 West Rosemary Street, Suite 301, Chapel Hill, NC 27516
Phone919-968-2977
Office hours8:30a.m.-4:30p.m.
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$783.4M
Non-discretionary$4.3M
Total (RAUM)$787.7M