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Building 2ATLANTIC WEALTH PARTNERS, LLC

Map pinJUPITER, FL
Phone561-632-0566
NotebookSEC #801-111797
Total AUM
$73M
Employees
1
Clients
336

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
759 PARKWAY STREET
SUITE 104
JUPITER
FL 33477
United States
Operating Hours
9:30 AM-4:00PM
BY APPOINTMENT
Phone
561-632-0566
Other Offices
1

ReceiptFinancials

Total AUM
$73M
Accounts
336
Discretionary
$73M
Accounts
336
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
56
AUM
$10M
HNW Individual Clients
280
AUM
$63M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FL

HandshakeAffiliates

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Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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