# Atlantic Private Wealth, LLC

> Atlantic Private Wealth, LLC is an SEC-registered investment advisory firm in Chapel Hill, NC, registered since 2021, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated July 10, 2026.

- CRD: 311517
- Filed as: ATLANTIC PRIVATE WEALTH, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Chapel Hill, NC
- Filing period: October 2026
- Form ADV filing dated: July 10, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/311517
- AdvisorCensus page: https://advisorcensus.com/firm/atlantic-private-wealth-llc-chapel-hill-nc-311517

## Quick answers

**How is Atlantic Private Wealth, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Atlantic Private Wealth, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Where is Atlantic Private Wealth, LLC located?**
Atlantic Private Wealth, LLC's principal office is in Chapel Hill, NC, according to its Form ADV.

**Is Atlantic Private Wealth, LLC registered with the SEC or a state?**
Atlantic Private Wealth, LLC is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 311517.

**How much does Atlantic Private Wealth, LLC manage?**
Atlantic Private Wealth, LLC reports $893,973,591 in regulatory assets under management in its Form ADV filing dated July 10, 2026 (100% discretionary).

**How have Atlantic Private Wealth, LLC's assets and staff changed since 2021?**
In the Form ADV data for Atlantic Private Wealth, LLC: Regulatory assets under management: $583,276,168 in the October 2021 data and $893,973,591 in the October 2026 data, up 53%. Total employees: 5 in October 2021 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Atlantic Private Wealth, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (128); individuals (other than high net worth individuals) (78); corporations or other businesses not listed above (2).

**Which custodians does Atlantic Private Wealth, LLC use?**
Atlantic Private Wealth, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Atlantic Private Wealth, LLC 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/311517

**What changed in Atlantic Private Wealth, LLC's recent Form ADV filings?**
In the August 2026 filing data: Registered or notice-filed in MD.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- Fidelity Brokerage Services LLC

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: $893,973,591
- Discretionary: $890,965,580
- Non-discretionary: $3,008,011

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 78 | $71,170,038 |
| High net worth individuals | 128 | $717,044,480 |
| Corporations or other businesses not listed above | 2 | $105,759,073 |

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

### Firm details
- Registered since: 2021 (5 years)
- Employees: 5 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, FL, IL, LA, MA, MD, MI, NC, NE, NY, OH, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- atlanticpwa.com
- LinkedIn @atlanticprivatewealth

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $583,276,168 | 5 | July 7, 2021 |
| October 2022 | $591,919,665 | 5 | September 27, 2022 |
| October 2023 | $583,614,502 | 5 | March 23, 2023 |
| October 2024 | $689,684,725 | 5 | September 24, 2024 |
| October 2025 | $787,661,112 | 5 | March 3, 2025 |
| October 2026 | $893,973,591 | 5 | July 10, 2026 |

Regulatory assets under management: $583,276,168 in the October 2021 data and $893,973,591 in the October 2026 data, up 53%.
Total employees: 5 in October 2021 and 5 in October 2026.

## Changes in the filing (last 12 months)

### August 2026
- Registered or notice-filed in MD.

### March 2026
- Regulatory assets under management went from $787,661,112 to $893,973,591 (+13%).
- Updated its list of owners and control persons (Schedule A).

### January 2026
- No longer registered or notice-filed in CO.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Atlantic Private Wealth, LLC (CRD 311517): Form ADV filing data as of October 2026.