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ATLANTIC EDGE PRIVATE WEALTH MANAGEMENT

· CRD 327354 · IAPD ↗ · atlanticedgewealth.com · 904-784-3343

$604.3MRegulatory AUM
5Advisory reps
6Employees
0Clients
26-50Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
May 2026 — ATLANTIC EDGE PRIVATE WEALTH MANAGEMENT notice-filed in NC, TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
61
April 2025 — ATLANTIC EDGE PRIVATE WEALTH MANAGEMENT reports 26-50 financial-planning clients, up from 11-25.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
70
April 2025 — ATLANTIC EDGE PRIVATE WEALTH MANAGEMENT crossed $500M in regulatory AUM ($454.6M -> $535.1M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
April 2024 — ATLANTIC EDGE PRIVATE WEALTH MANAGEMENT grew from 3 to 5 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
64
February 2024 — ATLANTIC EDGE PRIVATE WEALTH MANAGEMENT reports 11-25 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
73
February 2024 — ATLANTIC EDGE PRIVATE WEALTH MANAGEMENT's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP

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