Atlantic Private Wealth, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$788,214,518
Clients
206
Advisors
4
of 5 employees
About
Atlantic Private Wealth, LLC is a registered investment adviser managing about $894 million in client assets for roughly 206 clients, serving individuals (including high-net-worth households), trusts, estates, charitable and tax-exempt organizations, corporations and retirement plan sponsors. The firm’s primary services are discretionary investment management, supplemented by standalone financial planning, corporate retirement plan management, consulting, and certain back-office support services.
APW combines quantitative and technical analysis with an asset-allocation framework and invests across equities, fixed income, mutual funds, ETFs and cash, using strategies that range from long- and short-term purchases to options (including covered calls) and short sales where appropriate. Accounts are monitored and reviewed regularly, are largely managed on a discretionary basis, and the firm may use margin or structured annuities inside retirement accounts when it deems them suitable.
Notable features versus many peers include a relatively recent founding date (2021) while managing institutional-scale assets with a small advisor team and a modest client base, resulting in a high assets-per-client profile. APW also offers back-office coordination (invoice preparation, tax reporting), uses standing letters of authorization and direct fee debit (custody-related practices), principally recommends Fidelity for custody and receives platform/research benefits, and discloses that some supervised persons sell insurance on a commission basis—each of which the brochure identifies as potential conflicts that are disclosed and managed.
Client services
Expertise
Fee options
Financial planning and consulting fees starting at $2,500, negotiable depending on scope and complexity.
Certain supervised persons offer insurance products on a commission basis under separate arrangements.
Annual fee for back-office services payable in quarterly installments, negotiated on a client-by-client basis.
Main office
308 West Rosemary Street, Suite 301
Chapel Hill NC 27516
Advisors at this office
4
Most active in
California · Florida · Illinois · Louisiana · Maryland · Massachusetts · Michigan · Nebraska · New York · North Carolina · Ohio · Texas
Also doing business as
Atlantic Private Wealth, LLC · Cohort Advisors, LLC
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
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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