RIA Intel›Advisers›South Carolina›ATLANTIC RETIREMENT & WEALTH ADVISORS LLC

ATLANTIC RETIREMENT & WEALTH ADVISORS LLC

Advisory

SC

Data as of Feb 11, 2026 · Source: SEC Form ADV

Average account

$401K

across 112 accounts

AUM per adviser

$45M

1 advisers

Source: SEC Form ADV. Figures as filed Feb 11, 2026.

Total AUM

$45M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$45M

Discretionary AUM$45M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients60

Team

Total Employees2

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCO, MA, NJ, SC, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

60 clients

19 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in SC

Closest by assets under management. All figures from Form ADV.

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TELOS CAPITAL PARTNERS, LLC

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$45M

BATTERY WEALTH MANAGEMENT, INC.

MOUNT PLEASANT, SC

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ALTAMONT ADVISORS LLC

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