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TRANSATLANTIQUE PRIVATE WEALTH LLC

NEW YORK, NY · CRD 169820 · IAPD ↗ · 212 644 4219

$878.8MRegulatory AUM
10Advisory reps
11Employees
0Clients
n/aPlanning clients
0Private funds
13States
1Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
April 2026 — TRANSATLANTIQUE PRIVATE WEALTH LLC reported RAUM up 30% ($676.2M -> $878.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
45
April 2025 — TRANSATLANTIQUE PRIVATE WEALTH LLC notice-filed in VA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
71
February 2025 — TRANSATLANTIQUE PRIVATE WEALTH LLC grew from 7 to 10 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
45
July 2024 — TRANSATLANTIQUE PRIVATE WEALTH LLC notice-filed in NJ.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
April 2024 — TRANSATLANTIQUE PRIVATE WEALTH LLC notice-filed in CO.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
April 2024 — TRANSATLANTIQUE PRIVATE WEALTH LLC crossed $500M in regulatory AUM ($492.4M -> $595.3M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.