Atlantic Edge Private Wealth Management
Atlantic Edge Private Wealth Management is an SEC-registered wealth manager with $604.3M assets under management (AUM, regulatory AUM), +13% over one year. See who owns Atlantic Edge Private Wealth Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 327354, SEC 801-128750, data through 2026-04-08.
- AUM (assets under management / regulatory AUM)
- $604.3M (2026-04-08)
- Firm type
- Wealth Manager
- Employees
- 6
- Clients
- 287
- CRD
- 327354
- Ownership
- COCHRAN, MATTHEW, BOYD; Weatherly, KAITLYN, Pandzik; Albaneze, Jeffery, T
How much AUM does Atlantic Edge Private Wealth Management have?
Atlantic Edge Private Wealth Management reported $604.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-08).
Who owns Atlantic Edge Private Wealth Management?
Disclosed owners and executives of Atlantic Edge Private Wealth Management include COCHRAN, MATTHEW, BOYD, Weatherly, KAITLYN, Pandzik, Albaneze, Jeffery, T. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.