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| Keyboard |
| Atlantic Wealth Partners LLC
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|---|---|
| CRD # | 289440 |
| SEC # | 801-118353 |
| CIK # | |
| AUM | 198.1 M (2026-06-29) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Phone | 561-632-0566 |
| Address | 759 Parkway Street Jupiter, FL 33477 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 80 | 2.8 |
| (b) Individuals (high net worth individuals) | 227 | 195.4 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 813 | 198.1 |
| By Discretionary | ||
| Discretionary | 813 | 198.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 813 | 198.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 198.1 | |
| Total | 813 | 198.1 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Erickson Financial Group LLC
✚
|
PA | 198.9 M |
|
Paladin Partners LLC
✚
|
WI | 198.5 M |
|
PMG Wealth Management Inc
✚
|
IL | 198.3 M |
|
Newport Investment Advisors Inc
✚
|
OH | 198.0 M |
|
D & P Investment Advisors Ltd
✚
|
RI | 197.8 M |
|
Eaglestone Wealth Advisors Inc
✚
|
MD | 197.7 M |
|
Preston Advisory Services LLC
✚
|
AZ | 197.7 M |
|
Attentive Investments LLC
✚
|
CA | 197.5 M |
|
Copper Beech Financial Group LLC
✚
|
NJ | 197.4 M |
|
Bautis Financial LLC
✚
|
NJ | 197.4 M |