|
⚲
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| Atlantic Wealth Partners LLC
✚
| |
|---|---|
| CRD # | 289440 |
| SEC # | 801-118353 |
| CIK # | |
| AUM | $227.7 MM (2024-07-26) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 561-632-0566 |
| Address | 759 Parkway Street Jupiter, FL 33477 |
| Source | [IAPD] [Website] [Twitter] [Facebook] [Instagram] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 111 | 4.6 |
| (b) Individuals (high net worth individuals) | 293 | 223.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,067 | 227.7 |
| By Discretionary | ||
| Discretionary | 2,067 | 227.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,067 | 227.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 227.7 | |
| Total | 2,067 | 227.7 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Alamar Capital Management LLC
✚
|
CA | 0.2 |
|
Hilton Head Capital Partners LLC
✚
|
SC | 0.2 |
|
Lantern Wealth Advisors LLC
✚
|
NY | 0.2 |
|
Farrow Financial Inc
✚
|
VT | 0.2 |
|
Silvia McColl Wealth Management LLC
✚
|
CA | 0.2 |
|
E Batoff & Co Inc
✚
|
FL | 0.2 |
|
McDermott Investment Advisors LLC
✚
|
FL | 0.2 |
|
Willow Grove Advisors LLC
✚
|
CA | 0.2 |
|
Griffin Family Partners LLC
✚
|
TN | 0.2 |
|
Switchpoint Financial Planning LLC
✚
|
UT | 0.2 |