Atlantic Wealth Partners, LLC
● SEC registered since 2020CRD 289440SEC# 801-118353Jupiter, FL
Reg. AUM
$198.1M
Employees
4
Accounts
813
Location
Jupiter, FL
Atlantic Wealth Partners, LLC assets under management
Atlantic Wealth Partners, LLC is an SEC-registered investment adviser based in Jupiter, FL. The firm has been registered since 2020. It reports $198.1 million in regulatory assets under management and employs 4 people.
Atlantic Wealth Partners, LLC owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Anthony Jason Vernale | Partner & Wealth Advisor | Under 5% | 2025 |
| Olson Wmg, LLC Control | Member | Over 75% | 2017 |
| Stephen Thomas Olson Control | Chief Executive Officer And Chief Compliance Officer | Under 5% | 2017 |
See all 6 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Atlantic Wealth Partners, LLC manage?
Atlantic Wealth Partners, LLC reports $198.1 million in regulatory assets under management on its Form ADV.
How many employees does Atlantic Wealth Partners, LLC have?
Atlantic Wealth Partners, LLC reports 4 employees.
Where is Atlantic Wealth Partners, LLC located?
Atlantic Wealth Partners, LLC is based in Jupiter, FL and has been SEC-registered since 2020.
Does Atlantic Wealth Partners, LLC disclose fund performance?
Atlantic Wealth Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 759 Parkway Street, Suite 201, Jupiter, FL 33477 |
| Phone | 561-632-0566 |
| Office hours | 9:30 a.m.-4:00p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$198.1M▼ 13%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 75%
Larger than 25% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$198.1Mregulatory AUM
Discretionary $198.1M