Atlantic Private Wealth provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, insurance, and retirement plan services. Financial planning was provided to 101–250 clients last fiscal year.
Atlantic Private Wealth reports 208 clients. They include 128 high-net-worth individuals, 78 individual clients, and 2 corporations and other businesses. Of its assets, 99.7% ($891M across 1,330 accounts) are managed with discretion; $3.01M across 9 accounts are not. Of its clients, 4% are outside the U.S.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 38% | 8% |
| High-net-worth individuals | 62% | 80% |
| Corporations and other businesses | <1% | 12% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 78 | $71.2M | 8.0% | $912K |
| High-net-worth individuals | 128 | $717M | 80.2% | $5.6M |
| Corporations and other businesses | Fewer than 5 | $106M | 11.8% | $52.9M |
| Total | 208 | $894M | 100% | — |
- Clients
- 78
- Regulatory AUM
- $71.2M
- AUM share
- 8.0%
- Avg. per client
- $912K
- Clients
- 128
- Regulatory AUM
- $717M
- AUM share
- 80.2%
- Avg. per client
- $5.6M
- Clients
- Fewer than 5
- Regulatory AUM
- $106M
- AUM share
- 11.8%
- Avg. per client
- $52.9M
Total
- Clients
- 208
- Regulatory AUM
- $894M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 4%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 101–250
Atlantic Private Wealth charges up to 1.25% a year for its Investment Management. The fee is billed in arrears and is negotiable. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Back-Office Services
- Back-office services carry a negotiated annual fee per client, payable in quarterly installments under a signed Services Agreement.
- Financial Planning and Consulting
- Stand-alone financial planning and consulting is a negotiable fixed fee starting at $2,500, with one-half due on signing for project work.
Andrew Blass owns 75% or more of Atlantic Private Wealth. The leadership team of Atlantic Private Wealth includes Chief Compliance Officer Jessica Roeper. It has 5 employees, 4 of them in advisory roles.
Leadership
- Jessica RoeperChief Compliance Officer
- Andrew BlassFounder & Managing Director
- Joseph AcquanitaPartner & Wealth Advisor
- Christopher ThomasPartner & Wealth Advisor
Investment adviser representatives
4 representatives listed in the SEC register as of 9 October 2026.
Staff
- 5 employees
- 4 in advisory functions
- 4 state-registered reps
- 2 insurance agents
- Owns 75% or more of Atlantic Private Wealth, LLC
Andrew Blass
Control person · since February 2021
- Owns 5% to 10% of Atlantic Private Wealth, LLC
Joseph Acquanita
since January 2026
- Owns 5% to 10% of Atlantic Private Wealth, LLC
Christopher Thomas
since January 2026
Atlantic Private Wealth’s regulatory assets grew 1.5× from $583M (July 2021) to $894M (July 2026); clients rose from 165 to 208 and employees were 5 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| July 2026 | $894M | 208 | 5 | 1 |
| March 2025 | $788M | 196 | 5 | 1 |
| March 2024 | $690M | 194 | 5 | 1 |
| March 2023 | $584M | 175 | 5 | 1 |
| March 2022 | $651M | 171 | 5 | 1 |
| July 2021 | $583M | 165 | 5 | 1 |
Besides its headquarters, Atlantic Private Wealth has 0 offices, with 1 listed address in North Carolina.
North Carolina · 1 listed address
- 308 West Rosemary Street, Suite 301, Chapel HillHQ
Contact and registration details
- Legal name
- Atlantic Private Wealth, LLC
- Headquarters
- 308 West Rosemary Street, Suite 301, Chapel Hill, NC 27516
- Website
- atlanticpwa.com
- Phone
- 919-968-2977
- @atlanticprivatewealth
- SEC file
- 801-120757
- Founded
- 2021
- Structure
- Delaware LLC
- Fiscal year end
- December
Atlantic Private Wealth uses Fidelity ($815M) as custodian for its separately managed accounts. Atlantic Private Wealth has custody of $33.2M in client assets for 19 clients.
- FidelityFidelity Brokerage Services LLC · Smithfield, RI · $815M100%
At year end, Atlantic Private Wealth’s separately managed accounts were mostly in funds (51%) and bonds (46%). Its reported 13F holdings for the quarter ended 30 June 2026 total $163M across 301 positions; the largest are SPDR S&P500 ETF (trust Trust Unit Depositary Receipt) (29.9%), Vanguard Idx Fund (11.3%) and Vanguard Total (international Stock Index Fund) (5.3%).
What the accounts hold
- Stocks1%
- Funds51%
- Bonds46%
- Cash2%
Reported 13F holdings
- $163M
- Reported 13F value
- 301
- Positions
- 69.3%
- In the 10 largest
- +6.7%
- Value vs. prior quarter
- SPDR S&P500 ETF (trust Trust Unit Depositary Receipt)ETF29.9%
- Vanguard Idx FundETF11.3%
- Vanguard Total (international Stock Index Fund)ETF5.3%
- Vanguard Extended (markets Index Fund)ETF4.3%
- iShares Ibonds Dec 2032 Term Treasury ETFETF4.1%
- iShares Ibonds Dec 2034 Term Treasury ETFETF3.5%
- Vanguard World FD (esg US Stk ETF)ETF3.3%
- iShares Ibonds Dec 2027 Term Treasury ETFETF2.7%
- iShares TR Esg Awr (US Agrgt)ETF2.7%
- iShares TR Esg Scrnd (S&P500)ETF2.4%
Together, the ten largest are 69.3% of reported value.
How many clients does Atlantic Private Wealth have?
Atlantic Private Wealth has 208 clients and manages $894 million for them, as of July 2026. They include 128 high-net-worth individuals, 78 individual clients, and 2 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 10 July 2026
What services does Atlantic Private Wealth offer?
Atlantic Private Wealth provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, insurance, and retirement plan services.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Atlantic Private Wealth charge?
Atlantic Private Wealth charges up to 1.25% a year for its Investment Management. The fee is billed in arrears and is negotiable.
Which custodians does Atlantic Private Wealth use?
Atlantic Private Wealth’s separately managed account assets are held at Fidelity Brokerage Services LLC (Smithfield, RI), with $815M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 10 July 2026
How many financial advisors does Atlantic Private Wealth have?
Atlantic Private Wealth has 4 investment adviser representatives registered with state securities authorities, out of 5 employees, and 4 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 2 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Atlantic Private Wealth invest in?
At the end of its last fiscal year, Atlantic Private Wealth’s separately managed accounts held 51% registered funds (mutual funds, ETFs, BDCs), 46% U.S. government and agency bonds, 2% cash and equivalents and 1% exchange-traded equities.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Atlantic Private Wealth?
Atlantic Private Wealth’s direct owners are Andrew Blass (75% or more), Joseph Acquanita (5% to 10%) and Christopher Thomas (5% to 10%).
Source: Form ADV Part 1A, Schedules A and B, filed 10 July 2026
How does Atlantic Private Wealth get paid?
Atlantic Private Wealth is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Atlantic Private Wealth registered with the SEC?
Yes, Atlantic Private Wealth has been registered with the SEC as an investment adviser since 9 April 2021. Its CRD number is 311517 and its SEC file number is 801-120757.
Source: Form ADV Part 1A, Item 1, filed 10 July 2026; IAPD firm record
How do I contact Atlantic Private Wealth?
Atlantic Private Wealth’s main office is at 308 West Rosemary Street, Suite 301, Chapel Hill, NC 27516. Its phone number is 919-968-2977. Its website is atlanticpwa.com.