RIA Intelligence

ATLANTIC PRIVATE WEALTH, LLC

CRD #311517 SEC #801-120757 CHAPEL HILL, NC 919-968-2977
SEC Registered
Total AUM
$787.7M
Discretionary
$783.4M
Employees
5
Clients
51
Accounts
1,292

Firm Details

Organization Type
Limited Liability Company
State of Formation
Delaware
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 3, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
ROEPER, JESSICA, JICHIEF COMPLIANCE OFFICERNA
ROEPER, JESSICA, JICHIEF COMPLIANCE OFFICERNA Control
ROEPER, JESSICA, JICHIEF COMPLIANCE OFFICERNA Control
ROEPER, JESSICA, JICHIEF COMPLIANCE OFFICERNA Control
RUOTSALA, SARA, MARIEIINTERIM CHIEF COMPLIANCE OFFICERNA Control
RUOTSALA, SARA, MARIEIINTERIM CHIEF COMPLIANCE OFFICERNA Control
RUOTSALA, SARA, MARIEIINTERIM CHIEF COMPLIANCE OFFICERNA Control
RUOTSALA, SARA, MARIEIINTERIM CHIEF COMPLIANCE OFFICERNA Control
BLASS, ANDREW, WILLIAMICHIEF COMPLIANCE OFFICER AND SOLE MEMBERE Control
BLASS, ANDREW, WILLIAMISOLE MEMBERE Control
BLASS, ANDREW, WILLIAMISOLE MEMBERE Control
BLASS, ANDREW, WILLIAMISOLE MEMBERE Control
BLASS, ANDREW, WILLIAMISOLE MEMBERE Control
BLASS, ANDREW, WILLIAMISOLE MEMBER / CHIEF COMPLIANCE OFFICERE Control
BLASS, ANDREW, WILLIAMISOLE MEMBER / CHIEF COMPLIANCE OFFICERE Control
BLASS, ANDREW, WILLIAMISOLE MEMBERE Control
BLASS, ANDREW, WILLIAMISOLE MEMBERE Control
BLASS, ANDREW, WILLIAMISOLE MEMBERE Control
BLASS, ANDREW, WILLIAMISOLE MEMBERE Control

Registrations

Federal

IA
Mar 3, 2025 REGISTERED

Notice Filings (12)

CA CO FL IL LA MA MI NC NE NY OH TX

Address

308 WEST ROSEMARY STREET
SUITE 301
CHAPEL HILL, NC 27516
United States
Phone: 919-968-2977