Atlantic Private Wealth, LLC
SEC RegisteredJust like curating the perfect playlist for the soundtrack of your life, there's a unique formula to planning your financial life.
About the firm
Atlantic PWA is an SEC registered investment advisor and fiduciary with over 40 years of experience. The firm offers bespoke family office styled servicing to a domestic and international client base, applying a disciplined approach to wealth and financial life planning.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment management, tax-exempt retirement plans (TIAA-CREF & Fidelity), options strategies for low basis concentrated holdings, risk management and insurance, professional referral network (CPAs, estate attorneys, trustees, mortgage and asset-based lending), financial advice and planning including goals and cash flow analysis, budget/spending/saving analysis, income and estate tax strategies, business and trustee planning, and 401(k) and defined benefit plan design and investments.
Who they serve
Families, individuals, entrepreneurs, businesses, retirement plan participants, foundations, and endowments.
Leadership
Office locations
Advisors at this firm
4 advisors in the directory
Regulatory & compliance
Data as of July 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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 Private Wealth, LLC 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.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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