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| Happy Holidays!! thanks for using AUM13F!! |
| Atlantic Edge Private Wealth Management LLC
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|---|---|
| CRD # | 327354 |
| SEC # | 801-128750 |
| CIK # | 0002011145 |
| AUM | $535.1 M (2025-04-01) |
| Employees | 6 (83% Investors, 0% Brokers) |
| Phone | 904-719-1360 |
| Address | |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 9.6 | ||
| Nvidia Corp | 7.7 | ||
| Microsoft Corp | 6.6 | ||
| KLA Tencor Corp | 6.5 | ||
| J P Morgan Chase & Co | 5.2 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 4.6 | ||
| Facebook Inc | 4.5 | ||
| Alphabet Inc | 4.0 | ||
| McKesson Corp | 3.9 | ||
| Oracle Corp | 3.5 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 124 | 50.5 |
| (b) Individuals (high net worth individuals) | 148 | 478.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 6.6 |
| (n) Other | 0 | 0.0 |
| Total | 869 | 535.1 |
| By Discretionary | ||
| Discretionary | 848 | 529.7 |
| Non-Discretionary | 21 | 5.4 |
| Total | 869 | 535.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 535.1 | |
| Total | 869 | 535.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002011145] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Meridian Investment Counsel Inc
✚
|
0.5 | |
|
Ariadne Wealth Management LP
✚
|
CA | 0.5 |
|
HZ Investments Inc
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|
MD | 0.5 |
|
John A Wolfe & Associates Inc
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|
MI | 0.5 |
|
Oak Family Advisors LLC
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|
IL | 0.5 |
|
Meritas Wealth Management LLC
✚
|
CA | 0.5 |
|
Climber Capital Sa
✚
|
0.5 | |
|
Shikiar Asset Management Inc
✚
|
NY | 0.5 |
|
Wolff Financial Management LLC
✚
|
MI | 0.5 |
|
Red Lighthouse Investment Management LLC
✚
|
0.5 |