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| Happy Holidays!! thanks for using AUM13F!! |
| Atlantic Wealth Partners LLC
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| CRD # | 289440 |
| SEC # | 801-118353 |
| CIK # | |
| AUM | $169.4 M (2025-04-02) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 561-632-0566 |
| Address | 759 Parkway Street Jupiter, FL 33477 |
| Source | [IAPD] [Website] [Twitter] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 74 | 2.4 |
| (b) Individuals (high net worth individuals) | 207 | 166.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 951 | 169.4 |
| By Discretionary | ||
| Discretionary | 951 | 169.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 951 | 169.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 169.4 | |
| Total | 951 | 169.4 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Classic Asset Management LLC
✚
|
ND | 0.2 |
|
Centennial Advisors LLC
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|
TX | 0.2 |
|
Summit Portfolio Management LLC
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|
NV | 0.2 |
|
Investment Management Corporation
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|
VA | 0.2 |
|
Delarme Wealth Management Inc
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|
CA | 0.2 |
|
Springwater Wealth Management LLC
✚
|
OR | 0.2 |
|
Erickson Financial Group LLC
✚
|
PA | 0.2 |
|
AJF Capital Management Inc
✚
|
NY | 0.2 |
|
Alpenglobal Capital LLC
✚
|
0.2 | |
|
Core Financial Advisors LLC
✚
|
CA | 0.2 |