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
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $787.7M | $783.4M | $4.3M | 5 | 0 |
| Sep 2024 | $689.7M | $685.1M | $4.6M | 5 | 0 |
| Mar 2024 | $689.7M | $685.1M | $4.6M | 5 | 0 |
| Mar 2023 | $583.6M | $575.5M | $8.1M | 5 | 0 |
| Sep 2022 | $591.9M | $582.6M | $9.3M | 5 | 0 |
| Mar 2022 | $650.9M | $645.6M | $5.3M | 5 | 0 |
| Feb 2022 | $583.3M | $583.3M | $0 | 5 | 0 |
| Jul 2021 | $583.3M | $583.3M | $0 | 5 | 0 |
| May 2021 | $0 | $0 | $0 | 5 | 0 |
| Mar 2021 | $0 | $0 | $0 | 5 | 0 |
DateMar 2025
Total AUM$787.7M
Discretionary$783.4M
Non-Disc.$4.3M
Employees5
Clients0
DateSep 2024
Total AUM$689.7M
Discretionary$685.1M
Non-Disc.$4.6M
Employees5
Clients0
DateMar 2024
Total AUM$689.7M
Discretionary$685.1M
Non-Disc.$4.6M
Employees5
Clients0
DateMar 2023
Total AUM$583.6M
Discretionary$575.5M
Non-Disc.$8.1M
Employees5
Clients0
DateSep 2022
Total AUM$591.9M
Discretionary$582.6M
Non-Disc.$9.3M
Employees5
Clients0
DateMar 2022
Total AUM$650.9M
Discretionary$645.6M
Non-Disc.$5.3M
Employees5
Clients0
DateFeb 2022
Total AUM$583.3M
Discretionary$583.3M
Non-Disc.$0
Employees5
Clients0
DateJul 2021
Total AUM$583.3M
Discretionary$583.3M
Non-Disc.$0
Employees5
Clients0
DateMay 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateMar 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0