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ATLANTIC WEALTH PARTNERS, LLC

JUPITER, FL · CRD 289440 · IAPD ↗ · atlanticwp.com · 561-632-0566

$198.1MRegulatory AUM
4Advisory reps
4Employees
0Clients
0Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
August 2026 — ATLANTIC WEALTH PARTNERS, LLC (JUPITER, FL) left the SEC roster (was $198.1M RAUM, 4 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
65
April 2026 — ATLANTIC WEALTH PARTNERS, LLC now reports custody of client assets ($30.7M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
45
April 2025 — ATLANTIC WEALTH PARTNERS, LLC reported RAUM down 26% ($227.7M -> $169.4M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
25
June 2024 — ATLANTIC WEALTH PARTNERS, LLC changed its website from atlanticwealthpartners.com to atlanticwp.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
50
June 2024 — ATLANTIC WEALTH PARTNERS, LLC notice-filed in DC, GA, NC, NY, PA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
April 2024 — ATLANTIC WEALTH PARTNERS, LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
65
April 2024 — ATLANTIC WEALTH PARTNERS, LLC now reports custody of client assets ($25.6M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian

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