Andrew William Blass

Atlantic Private Wealth, LLC

14 Years of Experience

View SEC Summary

Areas of Practice

Investment ManagementFinancial Planning & Coaching

Atlantic Private Wealth, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

3 advisors

Number of Clients

196 clients

Average Client Portfolio

$4.0M average

Assets Under Management

$787.7M

Fee Structure

Location

308 West Rosemary Street, Suite 301, Chapel Hill, NC, 27516

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Atlantic Private Wealth, LLC

May 2021 - Present · 4 yrs 9 mos

Previous Registrations

Goldman Sachs Personal Financial Management

March 2015 - May 2021 · 6 yrs 2 mos

Pri Investments, INC.

January 2011 - March 2015 · 4 yrs 2 mos

State Registrations3 states

LANCTX

Advisor

Exams

No exam information available for this advisor.