RIA Intel›Advisers›North Carolina›ATLANTIC PRIVATE WEALTH, LLC

ATLANTIC PRIVATE WEALTH, LLC

Advisory

N·CHAPEL HILL, NC

Data as of Feb 5, 2026 · Source: SEC Form ADV

Total AUM
$894M
1-Year AUM Growth
0.0%
3-Year CAGR
+5.3%
Employees
4
Assets Under Management
Total AUM$894M
Discretionary AUM$891M
Non-Discretionary AUM$3M
Discretionary %99.7%
Total Clients196
Team
Total Employees4
Investment Advisers5
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record9
First FilingMar 10, 2021
Latest FilingFeb 5, 2026
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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