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ATLANTIC PRIVATE WEALTH, LLC
CRD 311517File 801-120757
APPROVED
Retail clients
Custody
Filing as of Jul 10, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$894.0M
Above cohort median (national)
Discretionary AUM
$891.0M
Non-discretionary $3.0M
Clients
208
1,339 accounts
Employees
5
Above cohort median in NC
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Apr 9, 2021
- Principal office
- 308 WEST ROSEMARY STREET, SUITE 301, CHAPEL HILL, NC, 27516
- Phone
- 919-968-2977
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $894.0M
- Discretionary AUM
- $891.0M
- Non-discretionary AUM
- $3.0M
- Discretionary accounts
- 1,330
- Non-discretionary accounts
- 9
- Total accounts
- 1,339
- AUM per client
- $4.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $105.8M |
| High net worth individuals | 128 | $717.0M |
| Individuals (other than high net worth individuals) | 78 | $71.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.