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ATLANTIC PRIVATE WEALTH, LLC
ATLANTIC PRIVATE WEALTH, LLC
CHAPEL HILL, North Carolina
·
2 registered advisors
·
CRD# 311517
SEC# 801-120757
0
919-968-2977
01
Firm Overview
AUM
$690M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at ATLANTIC PRIVATE WEALTH, LLC
2 registered advisors
Andrew William Blass
CHAPEL HILL, North Carolina
CRD# 4776709
Sara Marie Ruotsala
CHAPEL HILL, North Carolina
CRD# 4403933
05
Office Locations
CHAPEL HILL, North Carolina
2 advisors
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Data sourced from SEC Form ADV filings. ATLANTIC PRIVATE WEALTH, LLC (CRD# 311517) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.