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Atlantic Private Wealth, LLC

Headquartered in CHAPEL HILL, NC

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Firm Information

Atlantic Private Wealth, LLC is a Registered Investment Advisor headquartered in Chapel Hill, NC, managing approximately $689.68 million in assets. The firm specializes in financial planning and portfolio management for individuals, businesses, and pension plans. Atlantic Private Wealth, LLC serves a wide range of clients including high-net-worth individuals, corporations, and pension and profit-sharing plans.

Atlantic Private Wealth, LLC

308 WEST ROSEMARY STREET

CHAPEL HILL, NC 27516

$689.68M

Assets Under Management

Not reported

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

ATLANTIC PRIVATE WEALTH, LLC has a total of 1 branch locations across the country.
location

CHAPEL HILL, NC

Advisors at Atlantic Private Wealth, LLC

View All 3 Advisors
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Christopher Daniel Thomas

RA

CHAPEL HILL, NC

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Joseph P Acquanita

RA

CHAPEL HILL, NC

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Andrew William Blass

RA

CHAPEL HILL, NC

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Disclosures

There are no public disclosures for Atlantic Private Wealth, LLC.

Frequently Asked Questions (6)

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