# Atlantic Edge Private Wealth Management

> Atlantic Edge Private Wealth Management is an SEC-registered investment advisory firm, registered since 2023, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated April 8, 2026.

- CRD: 327354
- Filed as: ATLANTIC EDGE PRIVATE WEALTH MANAGEMENT
- Legal name: Atlantic Edge Private Wealth Management, LLC
- Also doing business as: AEPWM, ATLANTIC EDGE WEALTH
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Filing period: October 2026
- Form ADV filing dated: April 8, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/327354
- AdvisorCensus page: https://advisorcensus.com/firm/atlantic-edge-private-wealth-management-327354

## Quick answers

**How is Atlantic Edge Private Wealth Management compensated?**
On its Form ADV (Item 5.E, October 2026), Atlantic Edge Private Wealth Management reports these compensation arrangements: a percentage of assets under its management; hourly charges.

**How much does Atlantic Edge Private Wealth Management charge?**
Its Form ADV Part 2A brochure dated March 26, 2026 states: Hourly rate: $100 to $350 an hour (General consulting fees not detailed above). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Is Atlantic Edge Private Wealth Management registered with the SEC or a state?**
Atlantic Edge Private Wealth Management is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 327354.

**How much does Atlantic Edge Private Wealth Management manage?**
Atlantic Edge Private Wealth Management reports $604,262,134 in regulatory assets under management in its Form ADV filing dated April 8, 2026 (99% discretionary).

**How have Atlantic Edge Private Wealth Management's assets and staff changed since 2023?**
In the Form ADV data for Atlantic Edge Private Wealth Management: Regulatory assets under management: $0 in the October 2023 data and $604,262,134 in the October 2026 data. Total employees: 3 in October 2023 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Atlantic Edge Private Wealth Management serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (161); individuals (other than high net worth individuals) (124); corporations or other businesses not listed above (2).

**Which custodians does Atlantic Edge Private Wealth Management use?**
Atlantic Edge Private Wealth Management's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Atlantic Edge Private Wealth Management report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/327354

**What changed in Atlantic Edge Private Wealth Management's recent Form ADV filings?**
In the May 2026 filing data: Registered or notice-filed in NC, TX.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Fees and minimums (Form ADV Part 2A brochure dated March 26, 2026)

- Hourly rate: $100 to $350 an hour (General consulting fees not detailed above)

> General consulting fees not detailed above will be calculated and charged on an hourly basis, ranging from $100 to $350 per hour (for administrative staff time and for professional time, respectively) depending upon the client's circumstances and the nature of the engagement.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $604,262,134
- Discretionary: $600,310,179
- Non-discretionary: $3,951,955

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 124 | $43,620,698 |
| High net worth individuals | 161 | $553,356,655 |
| Corporations or other businesses not listed above | 2 | $7,284,781 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other

### Firm details
- Registered since: 2023 (3 years)
- Employees: 6 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, NC, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- atlanticedgewealth.com
- Facebook @Atlantic-Edge-Private-Wealth-Management
- Instagram @atlanticedgewealth
- LinkedIn @atlanticedgewealth
- YouTube @UCdWIJ5w8HbAykBgY926SqNA

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2023 | $0 | 3 | August 23, 2023 |
| October 2024 | $454,635,000 | 6 | August 14, 2024 |
| October 2025 | $535,092,704 | 6 | April 1, 2025 |
| October 2026 | $604,262,134 | 6 | April 8, 2026 |

Regulatory assets under management: $0 in the October 2023 data and $604,262,134 in the October 2026 data.
Total employees: 3 in October 2023 and 6 in October 2026.

## Changes in the filing (last 12 months)

### May 2026
- Registered or notice-filed in NC, TX.

### April 2026
- Regulatory assets under management went from $535,092,704 to $604,262,134 (+13%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Atlantic Edge Private Wealth Management (CRD 327354): Form ADV filing data as of October 2026.