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ATLANTIC PRIVATE WEALTH, LLC

CHAPEL HILL, NC · CRD 311517 · IAPD ↗ · atlanticpwa.com · 919-968-2977

$894.0MRegulatory AUM
4Advisory reps
5Employees
0Clients
101-250Planning clients
0Private funds
12States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
August 2026 — ATLANTIC PRIVATE WEALTH, LLC notice-filed in MD.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
61
March 2026 — ATLANTIC PRIVATE WEALTH, LLC reports 101-250 financial-planning clients, up from 51-100.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
45
October 2024 — ATLANTIC PRIVATE WEALTH, LLC notice-filed in FL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

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