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Building 2ATLANTIC WEALTH PARTNERS, LLC

Map pinJUPITER, FL
Phone561-632-0566
NotebookSEC #801-118353
Total AUM
$198.1M
Employees
4
Clients
307

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
759 PARKWAY STREET
SUITE 201
JUPITER
FL 33477
United States
Operating Hours
9:30 AM-4:00PM
BY APPOINTMENT
Phone
561-632-0566
Other Offices
1

ReceiptFinancials

Total AUM
$198.1M
Accounts
813
Discretionary
$198.1M
Accounts
813
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
80
AUM
$2.8M
HNW Individual Clients
227
AUM
$195.4M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNHTNTX

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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