Atlantic Private Wealth, LLC
● SEC registered since 2021CRD 311517SEC# 801-120757Chapel Hill, NC
Reg. AUM
$894M
Employees
5
Accounts
1,339
Location
Chapel Hill, NC
Atlantic Private Wealth, LLC assets under management
Atlantic Private Wealth, LLC is an investment advisory firm registered with the SEC based in Chapel Hill, NC. The firm has been registered since 2021. It reports $894 million in regulatory assets under management and employs 5 people.
Atlantic Private Wealth, LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Andrew William Blass Control | Founder & Managing Director | Over 75% | 2021 |
| Christopher Daniel Thomas | Partner & Wealth Advisor | 5-10% | 2026 |
| Jessica J Roeper Control | Chief Compliance Officer | Under 5% | 2023 |
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Join to unlock · $37/moFrequently asked questions
How much does Atlantic Private Wealth, LLC manage?
Atlantic Private Wealth, LLC reports $894 million in regulatory assets under management on its Form ADV.
How many employees does Atlantic Private Wealth, LLC have?
Atlantic Private Wealth, LLC reports 5 employees.
Where is Atlantic Private Wealth, LLC located?
Atlantic Private Wealth, LLC is based in Chapel Hill, NC and has been SEC-registered since 2021.
Does Atlantic Private Wealth, LLC disclose fund performance?
Atlantic Private Wealth, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 308 West Rosemary Street, Suite 301, Chapel Hill, NC 27516 |
| Phone | 919-968-2977 |
| Office hours | 8:30a.m.-4:30p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$894M▲ 13%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 35%
Larger than 65% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$894Mregulatory AUM
Discretionary $891MNon-discretionary $3M