Atlantic Wealth Partners, LLC
Atlantic Wealth Partners, LLC is an SEC-registered mass-market adviser in Jupiter, FL with $198.1M assets under management (AUM, regulatory AUM), +17% over one year. See who owns Atlantic Wealth Partners, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 289440, SEC 801-118353, data through 2026-06-29.
- AUM (assets under management / regulatory AUM)
- $198.1M (2026-06-29)
- Firm type
- Mass-Market Adviser
- Location
- Jupiter, FL
- Employees
- 4
- Clients
- 307
- CRD
- 289440
- Ownership
- OLSON, STEPHEN, THOMAS; OLSON WMG, LLC; STO SD DESCENDANTS, LLC; 2022 SD STO DESCENDANTS TRUST DATED 12/30/2022; SACHECK, TAD, MICHAEL
How much AUM does Atlantic Wealth Partners, LLC have?
Atlantic Wealth Partners, LLC reported $198.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-29).
Who owns Atlantic Wealth Partners, LLC?
Disclosed owners and executives of Atlantic Wealth Partners, LLC include OLSON, STEPHEN, THOMAS, OLSON WMG, LLC, STO SD DESCENDANTS, LLC, 2022 SD STO DESCENDANTS TRUST DATED 12/30/2022, SACHECK, TAD, MICHAEL. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.