Atlantic Edge Private Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$596,977,353
Clients
285
Advisors
5
of 6 employees
About
Atlantic Edge Private Wealth Management advises individual and high-net-worth clients as well as family offices, charitable organizations and some corporate clients, providing discretionary investment management, financial planning and consulting services. The firm also offers a Portfolio Overview consulting service that aggregates and reports on a client’s full set of investment assets across multiple custodians.
Its investment process blends tactical and strategic asset-allocation informed by fundamental and technical analysis, with an emphasis on equities for long-term growth and fixed income for risk mitigation and cash flow. Portfolios are rebalanced disciplinarily and implemented using ETFs, mutual funds, individual securities and, on a limited basis, options or short-term trading; most accounts are managed on a discretionary basis with occasional non‑discretionary arrangements.
Distinctive features include a compact advisory team formed in 2023 that manages over $600 million for roughly 285 clients, and a consolidated reporting capability that covers both marketable and non‑marketable assets with daily performance aggregation and reconciliation across custodians. The firm operates on an independent institutional custody platform and integrates consolidated reporting and planning into its service offering, which may appeal to clients with complex, multi‑venue holdings.
Client services
Expertise
Fee options
$0 - $1,000,000: 1.00% per annum $1,000,001 - $5,000,000: 0.75% per annum $5,000,001 - $10,000,000: 0.50% per annum $10,000,001+: 0.30% per annum
$100 to $350 per hour depending on client circumstances and engagement nature
Account minimum: $500,000 Minimum fee: Minimum annual fee of $5,000 for portfolio management services
Main office
Jacksonville FL
Advisors at this office
5
Most active in
Florida · North Carolina · Texas
Also doing business as
Aepwm · Atlantic Edge Private Wealth Management · Atlantic Edge Private Wealth Management, LLC · Atlantic Edge Wealth
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Robert F
Series 65
Jacksonville, FL
Atlantic Edge Private Wealth Management
Robert Filosa is a Series 65-licensed advisor with six years of industry experience. He has worked at Atlantic Edge Private Wealth Management since 2024 and previously held roles at BDO Wealth Advisors, LLC and Cambridge Associates. Filosa also served in the United States Navy for ten years. Atlantic Edge Private Wealth Management is an SEC-registered firm that serves individuals, family offices, charitable organizations, and privately held businesses. The firm offers discretionary portfolio management, financial planning, and consulting services, utilizing a blend of tactical and strategic asset allocation with disciplined rebalancing across various investment vehicles.
Jeffery A
CFP®
Jacksonville, FL
Atlantic Edge Private Wealth Management
Jeffery Albaneze is a CFP® professional with nine years of experience in financial advising. He currently works at Atlantic Edge Private Wealth Management and has previously been affiliated with BDO Wealth Advisors, LLC and LBA Wealth Management, LLC. Atlantic Edge Private Wealth Management is an SEC-registered firm serving individuals, family offices, charitable organizations, and privately held businesses. The firm offers discretionary portfolio management, financial planning, and consulting services, utilizing a blend of tactical and strategic asset allocation with disciplined rebalancing.
Kaitlyn W
CFP®
Jacksonville, FL
Atlantic Edge Private Wealth Management
Kaitlyn Weatherly is a CFP® professional with 12 years of industry experience. She is currently with Atlantic Edge Private Wealth Management and has previously worked at BDO Wealth Advisors, LLC and LBA Wealth Management. Atlantic Edge Private Wealth Management serves individuals, family offices, charitable organizations, and privately held businesses with discretionary portfolio management, financial planning, and consulting services. The firm employs a blended tactical and strategic asset allocation approach and offers a consolidated portfolio overview service that aggregates client assets across custodians and account types.
Ethan C
Series 65
Jacksonville, FL
Atlantic Edge Private Wealth Management
Ethan Caldarelli is a financial advisor at Atlantic Edge Private Wealth Management with three years of industry experience. He holds a Series 65 designation and previously worked at BDO Wealth Advisors, LLC. Atlantic Edge Private Wealth Management is an SEC-registered advisory firm that serves individuals, family offices, charitable organizations, and privately held businesses. The firm provides discretionary portfolio management, financial planning, and consulting services, utilizing a blend of tactical and strategic asset allocation with disciplined rebalancing.
Matthew C
CFA®, Series 66
Jacksonville, FL
Atlantic Edge Private Wealth Management
Matthew Cochran is a CFA® charterholder with 18 years of industry experience. He is currently with Atlantic Edge Private Wealth Management, where he has worked since 2023, and previously held roles at BDO Wealth Advisors and LBA Wealth Management. Atlantic Edge Private Wealth Management serves individuals, family offices, charitable organizations, and privately held businesses with discretionary portfolio management, financial planning, and consulting services. The firm combines tactical and strategic asset allocation with disciplined rebalancing and offers a consolidated portfolio overview covering assets across custodians and account types.
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