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ATLANTIC WEALTH PARTNERS, LLC

UUID9833d5a6-43b4-5ee3-87cc-28c90a26bfa9
TypeASSET_MANAGER
Status
Created2025-10-23 02:23:53
Updated2025-10-23 02:23:53

Available Loaders

Identifiers

AuthorityIdentifierDisplayAs OfConfidence
adv_crd 289440 289440 1.0
sec_file_number 801-118353 801-118353

Profile

Websitehttp://www.atlanticwp.com
HQ CityJUPITER
HQ StateFL
HQ CountryUnited States
AUM (USD)
AUM As OfNone

ADV Metrics

Assets & Accounts

  • RAUM (total)169,373,820.0
  • RAUM (discretionary)169,373,820.0
  • Actionable assets166,935,088.0
  • Accounts951.0

Institutional Clients

  • Government AUM0.0
  • Pension AUM0.0
  • Charitable AUM0.0
  • HNW AUM166,935,088.0

As of 2025-04-02 00:00:00 • Source ia09022025.xlsx

People

NameTitleRoleEmailEvidence
No people recorded.

Outbound Affiliations

RelationOrganizationLast UpdatedEvidence
No outbound affiliations.

Inbound Affiliations

RelationOrganizationLast UpdatedEvidence
No inbound affiliations.

Evidence

No evidence recorded for this organization yet.