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| Atlantic Edge Private Wealth Management LLC
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|---|---|
| CRD # | 327354 |
| SEC # | 801-128750 |
| CIK # | 0002011145 |
| AUM | 604.3 M (2026-04-08) |
| Employees | 6 (83% Investors, 0% Brokers) |
| Phone | 904-784-3343 |
| Address | |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 12.0 | ||
| KLA Tencor Corp | 9.5 | ||
| Nvidia Corp | 8.6 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 7.1 | ||
| Alphabet Inc | 7.0 | ||
| Microsoft Corp | 5.9 | ||
| J P Morgan Chase & Co | 5.4 | ||
| Quanta Services Inc | 4.8 | ||
| Cisco Systems Inc | 4.7 | ||
| McKesson Corp | 4.5 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 124 | 43.6 |
| (b) Individuals (high net worth individuals) | 161 | 553.4 |
| (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 | 7.3 |
| (n) Other | 0 | 0.0 |
| Total | 907 | 604.3 |
| By Discretionary | ||
| Discretionary | 880 | 600.3 |
| Non-Discretionary | 27 | 4.0 |
| Total | 907 | 604.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.5 | |
| United States Persons | 602.8 | |
| Total | 907 | 604.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002011145] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Retail |
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