Atlantic Edge Private Wealth Management, LLC
● SEC registered since 2023CRD 327354SEC# 801-128750
Reg. AUM
$604.3M
Employees
6
Accounts
907
Location
—
Atlantic Edge Private Wealth Management, LLC assets under management
Atlantic Edge Private Wealth Management, LLC operates as an SEC-registered investment adviser. The firm has been registered since 2023. It reports $604.3 million in regulatory assets under management and employs 6 people.
Atlantic Edge Private Wealth Management, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jeffery T Albaneze Control | Managing Member & Investment Advisor Representative | 25-50% | 2023 |
| Kaitlyn Pandzik Weatherly Control | Managing Member & Investment Advisor Representative | 25-50% | 2023 |
| Matthew Boyd Cochran Control | Managing Member, Investment Advisor Representative, & Chief Compliance Officer | 25-50% | 2023 |
Frequently asked questions
How much does Atlantic Edge Private Wealth Management, LLC manage?
Atlantic Edge Private Wealth Management, LLC reports $604.3 million in regulatory assets under management on its Form ADV.
How many employees does Atlantic Edge Private Wealth Management, LLC have?
Atlantic Edge Private Wealth Management, LLC reports 6 employees.
Does Atlantic Edge Private Wealth Management, LLC disclose fund performance?
Atlantic Edge Private Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 904-784-3343 |
| Office hours | 9a.m. - 5p.m. |
| SEC region | Miami Regional Office (MIRO) |
| CIK | 2011145 |
| Discloses disciplinary history | No |
Regulatory AUM
$604.3M▲ 13%
Apr '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 43%
Larger than 57% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$604.3Mregulatory AUM
Discretionary $600.3MNon-discretionary $4M