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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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Atlantic Private Wealth offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Atlantic Private Wealth charge?","answer":"Atlantic Private Wealth charges up to 1.25% a year for its Investment Management. The fee is billed in arrears and is negotiable.","source":"ADV PART 2A - MAR 2022, filed 5 February 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Atlantic Private Wealth use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Atlantic Private Wealth have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Atlantic Private Wealth invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Atlantic Private Wealth?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Atlantic Private Wealth get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Atlantic Private Wealth registered with the SEC?","answer":"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","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact Atlantic Private Wealth?","answer":"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. 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