Chase Wietfeld has been an investment adviser representative at Atlantic Private Wealth since October 2025, and is not listed among the firm’s executive officers or direct owners.
Atlantic Private Wealth, LLC is a Chapel Hill, NC firm with $894M under management, 208 clients and 4 advisers in one office, as of its July 2026 filing.
- Atlantic Private Wealth, LLCCurrent– present · 1 yearChapel Hill, NC · Adviser representative · Firm CRD 311517
Investment adviser representative registrations
Chase Wietfeld is registered as an investment adviser representative in North Carolina, since October 2025.
- North CarolinaSince 22 October 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 22 October 2025 |
| Series 53 | Municipal Securities Principal Examination | 31 October 2023 |
| Series 63 | Uniform Securities Agent State Law Examination | 20 June 2023 |
| Series 52TO | Municipal Securities Representative Examination | 30 November 2021 |
| SIE | Securities Industry Essentials Examination | 2 August 2021 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Municipal Securities Principal Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Municipal Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Chase Thomas Wietfeld
- CRD
- 7358083
- Firm
- Atlantic Private Wealth · CRD 311517
- Office
- 308 WEST ROSEMARY STREET, SUITE 301, Chapel Hill, NC 27516
- Registration
- Investment adviser registration
- In the industry since
- March 2023
- Disciplinary history
- Not yet shown here · SEC record
Where does Chase Wietfeld work?
Chase Wietfeld is an investment adviser representative registered through Atlantic Private Wealth, LLC since October 2025, and is not listed among the firm’s executive officers or direct owners.
Is Chase Wietfeld a financial advisor?
Yes. Chase Wietfeld has a current investment-adviser registration in North Carolina, through Atlantic Private Wealth since October 2025.
How many years of experience does Chase Wietfeld have?
Chase Wietfeld has 3 years in the financial industry, since March 2023, across 1 adviser firm.
What exams has Chase Wietfeld passed?
Chase Wietfeld has passed 5 licensing exams: the SIE, Series 52TO, Series 63, Series 53 and Series 65. The earliest, the SIE, was passed in August 2021.
Where is Chase Wietfeld based?
Chase Wietfeld’s registered office is in Chapel Hill, NC.
Is Chase Wietfeld registered with FINRA?
No. Chase Wietfeld has no current broker registration.
How can I verify Chase Wietfeld’s record?
Search CRD 7358083 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Chase Wietfeld’s full registration record.
- Jessica RoeperChief Compliance Officer
- Andrew BlassFounder & Managing Director
- Joseph AcquanitaPartner & Wealth Advisor
- Christopher ThomasPartner & Wealth Advisor