ATLANTIC WEALTH PARTNERS, LLC
CRD #289440 SEC #801-118353 JUPITER, FL 561-632-0566
SEC Registered
Total AUM
$169.4M
Discretionary
$169.4M
Employees
4
Clients
0
Accounts
951
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $169.4M | $169.4M | $0 | 4 | 0 |
| Jan 2025 | $227.7M | $227.7M | $0 | 3 | 0 |
| Dec 2024 | $227.7M | $227.7M | $0 | 3 | 0 |
| Jul 2024 | $227.7M | $227.7M | $0 | 3 | 0 |
| May 2024 | $227.7M | $227.7M | $0 | 3 | 0 |
| Mar 2024 | $227.7M | $227.7M | $0 | 4 | 0 |
| Mar 2023 | $217M | $190.6M | $26.5M | 5 | 27 |
| Dec 2022 | $269M | $269M | $0 | 6 | 23 |
| Apr 2022 | $269M | $269M | $0 | 6 | 23 |
| Jan 2022 | $154.4M | $154.4M | $0 | 7 | 25 |
| Jan 2022 | $154.4M | $154.4M | $0 | 7 | 25 |
| Oct 2021 | $154.4M | $154.4M | $0 | 5 | 25 |
| Jul 2021 | $154.4M | $154.4M | $0 | 5 | 25 |
| Feb 2021 | $154.4M | $154.4M | $0 | 5 | 25 |
| Feb 2021 | $154.4M | $154.4M | $0 | 5 | 25 |
| Dec 2020 | $104M | $104M | $0 | 5 | 50 |
| Nov 2020 | $104M | $104M | $0 | 5 | 50 |
| Jul 2020 | $104M | $104M | $0 | 5 | 50 |
| Jul 2020 | $104M | $104M | $0 | 5 | 50 |
| Jun 2020 | $104M | $104M | $0 | 5 | 50 |
| Mar 2020 | $104M | $104M | $0 | 5 | 50 |
| Aug 2018 | $73M | $73M | $0 | 1 | 0 |
| Aug 2018 | $73M | $73M | $0 | 1 | 0 |
| Aug 2018 | $73M | $73M | $0 | 1 | 0 |
| Aug 2018 | $73M | $73M | $0 | 1 | 0 |
| Jul 2018 | $73M | $73M | $0 | 1 | 0 |
| May 2018 | $73M | $73M | $0 | 1 | 0 |
| Mar 2018 | $73M | $73M | $0 | 1 | 0 |
| Feb 2018 | $73M | $73M | $0 | 1 | 0 |
| Oct 2017 | $0 | $0 | $0 | 1 | 0 |
| Oct 2017 | $0 | $0 | $0 | 1 | 0 |
| Sep 2017 | $0 | $0 | $0 | 1 | 0 |
| Sep 2017 | $0 | $0 | $0 | 1 | 0 |
DateApr 2025
Total AUM$169.4M
Discretionary$169.4M
Non-Disc.$0
Employees4
Clients0
DateJan 2025
Total AUM$227.7M
Discretionary$227.7M
Non-Disc.$0
Employees3
Clients0
DateDec 2024
Total AUM$227.7M
Discretionary$227.7M
Non-Disc.$0
Employees3
Clients0
DateJul 2024
Total AUM$227.7M
Discretionary$227.7M
Non-Disc.$0
Employees3
Clients0
DateMay 2024
Total AUM$227.7M
Discretionary$227.7M
Non-Disc.$0
Employees3
Clients0
DateMar 2024
Total AUM$227.7M
Discretionary$227.7M
Non-Disc.$0
Employees4
Clients0
DateMar 2023
Total AUM$217M
Discretionary$190.6M
Non-Disc.$26.5M
Employees5
Clients27
DateDec 2022
Total AUM$269M
Discretionary$269M
Non-Disc.$0
Employees6
Clients23
DateApr 2022
Total AUM$269M
Discretionary$269M
Non-Disc.$0
Employees6
Clients23
DateJan 2022
Total AUM$154.4M
Discretionary$154.4M
Non-Disc.$0
Employees7
Clients25
DateJan 2022
Total AUM$154.4M
Discretionary$154.4M
Non-Disc.$0
Employees7
Clients25
DateOct 2021
Total AUM$154.4M
Discretionary$154.4M
Non-Disc.$0
Employees5
Clients25
DateJul 2021
Total AUM$154.4M
Discretionary$154.4M
Non-Disc.$0
Employees5
Clients25
DateFeb 2021
Total AUM$154.4M
Discretionary$154.4M
Non-Disc.$0
Employees5
Clients25
DateFeb 2021
Total AUM$154.4M
Discretionary$154.4M
Non-Disc.$0
Employees5
Clients25
DateDec 2020
Total AUM$104M
Discretionary$104M
Non-Disc.$0
Employees5
Clients50
DateNov 2020
Total AUM$104M
Discretionary$104M
Non-Disc.$0
Employees5
Clients50
DateJul 2020
Total AUM$104M
Discretionary$104M
Non-Disc.$0
Employees5
Clients50
DateJul 2020
Total AUM$104M
Discretionary$104M
Non-Disc.$0
Employees5
Clients50
DateJun 2020
Total AUM$104M
Discretionary$104M
Non-Disc.$0
Employees5
Clients50
DateMar 2020
Total AUM$104M
Discretionary$104M
Non-Disc.$0
Employees5
Clients50
DateAug 2018
Total AUM$73M
Discretionary$73M
Non-Disc.$0
Employees1
Clients0
DateAug 2018
Total AUM$73M
Discretionary$73M
Non-Disc.$0
Employees1
Clients0
DateAug 2018
Total AUM$73M
Discretionary$73M
Non-Disc.$0
Employees1
Clients0
DateAug 2018
Total AUM$73M
Discretionary$73M
Non-Disc.$0
Employees1
Clients0
DateJul 2018
Total AUM$73M
Discretionary$73M
Non-Disc.$0
Employees1
Clients0
DateMay 2018
Total AUM$73M
Discretionary$73M
Non-Disc.$0
Employees1
Clients0
DateMar 2018
Total AUM$73M
Discretionary$73M
Non-Disc.$0
Employees1
Clients0
DateFeb 2018
Total AUM$73M
Discretionary$73M
Non-Disc.$0
Employees1
Clients0
DateOct 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateOct 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateSep 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateSep 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0