Assets Under Management
$787.7M
Number of Clients
196
Number of Advisors
3
Average Client AUM
$4.0M
AUM per Advisor
$262.6M
Compensation
Fee-Only (AUM)Fixed/Hourly
Atlantic Private Wealth, LLC (APW) provides financial planning, consulting, and investment management services. They manage client portfolios on a discretionary or non-discretionary basis, tailoring services to individual client needs. APW primarily invests in fixed income, equity securities, mutual funds, and ETFs. They also offer advice on legacy positions and certain investment products not maintained at the primary custodian.
308 West Rosemary Street, Suite 301, Chapel Hill, NC, 27516