|
⚲
|
| Atlantic Edge Private Wealth Management LLC
✚
| |
|---|---|
| CRD # | 327354 |
| SEC # | 801-128750 |
| CIK # | 0002011145 |
| AUM | $454.6 MM (2024-08-14) |
| Employees | 6 (83% Investors, 0% Brokers) |
| Phone | 904-874-7885 |
| Address | 1313 River Oaks Rd Jacksonville, FL 32207 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 10.0 | |
| NVDA | 399,550.0 | 6.4 | |
| KLAC | 49,261.0 | 6.2 | |
| MSFT | 1,918,222.4 | 5.9 | |
| GOOGL | 1,475,138.5 | 4.1 | |
| META | 434,852.0 | 3.5 | |
| JPM | 340,169.2 | 3.5 | |
| MCK | 46,168.4 | 3.2 | |
| ADBE | 172,760.2 | 3.0 | |
| FI | 2.9 | ||
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 92 | 31.1 |
| (b) Individuals (high net worth individuals) | 140 | 423.5 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 743 | 454.6 |
| By Discretionary | ||
| Discretionary | 737 | 451.8 |
| Non-Discretionary | 6 | 2.8 |
| Total | 743 | 454.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 454.6 | |
| Total | 743 | 454.6 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0002011145] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Twenty-First Tailored Solutions Inc
✚
|
NY | 0.5 |
|
Walter C Flower & Co Inc
✚
|
LA | 0.5 |
|
Diversify Wealth Management LLC
✚
|
UT | 0.5 |
|
Arjuna Capital LLC
✚
|
NC | 0.5 |
|
Clark Asset Management LLC
✚
|
NH | 0.5 |
|
Volaris Capital Management LLC
✚
|
NJ | 0.5 |
|
Wealth Planning Corp
✚
|
OH | 0.5 |
|
AIMZ Investment Advisors LLC
✚
|
CA | 0.5 |
|
FMB Wealth Management
✚
|
CA | 0.5 |
|
Keel Wealth Management LLC
✚
|
TX | 0.4 |