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ATLANTIC WEALTH PARTNERS, LLC
ATLANTIC WEALTH PARTNERS, LLC
JUPITER, Florida
·
1 registered advisor
·
CRD# 289440
SEC# 801-118353
1
561-632-0566
01
Firm Overview
AUM
$228M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
1
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
03
Specialties
Financial Planning
Investment Management
Fee-Only Advisory
04
Advisors at ATLANTIC WEALTH PARTNERS, LLC
1 registered advisor
Stephen Thomas Olson
JUPITER, Florida
CFP
CRD# 6285609
05
Office Locations
JUPITER, Florida
1 advisor
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Data sourced from SEC Form ADV filings. ATLANTIC WEALTH PARTNERS, LLC (CRD# 289440) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.