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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 nine years of industry experience. Prior to joining Atlantic Private Wealth in 2021, he worked 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 manages approximately $894 million in client assets, serving individuals, trusts, estates, nonprofits, corporations, and retirement plan sponsors. The firm employs a quantitative and technical investment approach within an asset-allocation framework and offers discretionary investment management alongside financial planning and retirement plan services.
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. His prior roles include positions at D.A. Davidson and Mutual of Omaha. Atlantic Private Wealth, LLC manages approximately $894 million in client assets for individuals, trusts, estates, charitable organizations, corporations, and retirement plan sponsors. The firm employs a combination of quantitative and technical analysis within an asset-allocation framework, offering discretionary investment management alongside financial planning and corporate retirement plan services.
Joseph A
CFP®, Series 66
Chapel Hill, NC
Atlantic Private Wealth, LLC
Joseph Acquanita is a CFP® with five years of industry experience currently with Atlantic Private Wealth, LLC in Chapel Hill, NC. His prior experience includes roles at Cambridge Investment Research Advisors, Inc. and Family Legacy Financial Solutions, LLC, as well as academic positions at the University of Missouri and Campbell University. Atlantic Private Wealth, LLC manages approximately $894 million in client assets, serving individuals, trusts, estates, charitable organizations, corporations, and retirement plan sponsors. The firm employs a combination of quantitative and technical analysis within an asset-allocation framework, managing primarily discretionary accounts across multiple asset classes including equities, fixed income, mutual funds, ETFs, and cash.
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.
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