ATLANTIC EDGE PRIVATE WEALTH MANAGEMENT
SEC RegisteredWhere investment expertise meets skilled financial planning
About the firm
Atlantic Edge Wealth is a fee-only, fiduciary wealth management firm based in Jacksonville, FL, managing high-net-worth clients nationally. Working together for over 10 years, the team offers a specialized, family-office-like relationship coordinating investment strategy with clients' financial, tax, and estate plans. Investment management is led directly by an in-house team of three CFA® Charterholders with no outsourcing of portfolio decisions.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Strategic and tactical investment management led by CFA® Charterholders, goal-oriented financial planning by Certified Financial Planners™, and a family-office experience coordinating communications and strategies between clients, CPAs, and estate planning attorneys. Services include customized asset allocation, adaptive investment selection, cost- and tax-efficient implementation, and credentialed portfolio oversight with clear reporting.
Who they serve
High-net-worth clients managed nationally, particularly those who have crossed the $1M mark in investable assets or have a more complex financial picture.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 124 | $44M |
| High Net Worth Individuals | 161 | $553M |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
5 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Over $10,000,000 | 0.30% |
| Up to $1,000,000 | 1.00% |
| Next $4,000,000 | 0.75% |
| Next $5,000,000 | 0.50% |
Data as of April 8, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
Find an advisor that fits
Search AdvisorFinder's marketplace to compare financial advisors by specialty, location, fees, and more.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. ATLANTIC EDGE PRIVATE WEALTH MANAGEMENT has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.