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Xavier Volatier

Transatlantique Private Wealth LLC

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About Xavier Volatier

Xavier Volatier is an investment advisor representative who is currently registered with Transatlantique Private Wealth LLC in California, New York and Texas. Xavier has been in the industry since December 2009. Xavier's professional experience includes a previous role with CIC LB in Marseille. Xavier is a Series 65 licensed individual who passed the Uniform Investment Adviser Law Examination on March 2, 2017. Xavier focuses on advising high net worth individuals, pooled investment vehicles, and charitable organizations.

Firm Information

Xavier Volatier is currently registered with Transatlantique Private Wealth LLC. Transatlantique Private Wealth LLC is an investment advisor based in New York, NY. The firm provides portfolio management for individuals, pooled investment vehicles, and other investment advisers. They primarily serve high-net-worth individuals, individuals other than high-net-worth, and charitable organizations, managing a total of $595,329,700 in assets.
Transatlantique Private Wealth LLC

520 MADISON AVENUE

NEW YORK, NY 10022

$595.33M

Assets Under Management

Not reported

Total Clients

6

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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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percentage of assets

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

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Xavier Volatier’s Registration & Firm History

NY

10/15/2024 - Present

Transatlantique Private Wealth LLC (NEW YORK NY)

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Licenses & Designations

IA

Issued 03/02/2017

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Xavier Volatier.
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