CHAPEL HILL, NCCRD 311517Latest ADV February 5, 2026
Atlantic Private Wealth, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Chapel Hill, NC. Its latest Form ADV filing, dated February 5, 2026, reports $894M in regulatory assets under management, 5 employees, and 1,339 accounts.
Assets Under Management
$894M
Employees
5
Offices
--
Total Clients
208
Primary office
CHAPEL HILL, NC
308 WEST ROSEMARY STREET, SUITE 301, CHAPEL HILL, NC, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 61.5% of total clients.
Top client categories% of clientsClients
1
HNWI
61.5%
128
2
Individuals
37.5%
78
3
Corporations
1.0%
2
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$894Mas of February 5, 2026
Discretionary99.7%
$891M
100% of total RAUM99.7%
Non-discretionary0.3%
$3M
0% of total RAUM0.3%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$894M
Total Accounts1,339
10Y AUM Change+$894M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee42:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.