A complete list of active advisors currently associated with Atlantic Private Wealth, LLC

Warmer can help you find a great advisor at Atlantic Private Wealth, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Atlantic Private Wealth, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.