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Atlantic Wealth Partners, LLC

● SEC registered since 2020CRD 289440SEC# 801-118353Jupiter, FL
Export (members)
Reg. AUM
$169.4M
Employees
4
Accounts
951
Location
Jupiter, FL

Atlantic Wealth Partners, LLC assets under management

Atlantic Wealth Partners, LLC is an SEC-registered investment adviser based in Jupiter, FL. The firm has been registered since 2020. It reports $169.4 million in regulatory assets under management and employs 4 people.
www.atlanticwp.comView on SEC.gov ↗

Atlantic Wealth Partners, LLC owners & executives

7 reported
NameTitleOwnershipSince
Anthony Jason VernalePrincipalUnder 5%2025
Olson Wmg, LLC ControlMemberOver 75%2017
Stephen Thomas Olson ControlChief Compliance OfficerUnder 5%2017
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Frequently asked questions

How much does Atlantic Wealth Partners, LLC manage?

Atlantic Wealth Partners, LLC reports $169.4 million in regulatory assets under management on its Form ADV.

How many employees does Atlantic Wealth Partners, LLC have?

Atlantic Wealth Partners, LLC reports 4 employees.

Where is Atlantic Wealth Partners, LLC located?

Atlantic Wealth Partners, LLC is based in Jupiter, FL and has been SEC-registered since 2020.

Does Atlantic Wealth Partners, LLC disclose fund performance?

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

Contact & registration

Address759 Parkway Street, Suite 201, Jupiter, FL 33477
Phone561-632-0566
Office hours9:30 a.m.-4:00p.m.
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$169.4M
Non-discretionary$0
Total (RAUM)$169.4M