ATLANTIC WEALTH PARTNERS, LLC
Adviser information for ATLANTIC WEALTH PARTNERS, LLC last updated from Form ADV on March 28th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Florida, United States |
Employees
| Total Number of Employees | 4 |
|---|---|
| Investment Advisory/Research | 4 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 4 |
| Licensed Agents of an Insurance Company | 3 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 2,067 | $227.7M |
| Non-Discretionary | 0 | $0 |
| Total | 2,067 | $227.7M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 111 | $4.6M |
| HNW Individuals | 293 | $223.2M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPension consulting servicesSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | % of AUM |
Identifiers
| SEC RIA File Number | 801-118353 |
|---|---|
| SEC ERA File Number | 801-118353 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 289440 |
| Legal Entity Identifier | None |
Principal Office
759 PARKWAY STREETSUITE 201
JUPITER
FL
United States
BY APPOINTMENT, 9:30 AM-4:00PM
Tel: 561-632-0566, Fax: None
Websites
www.atlanticwealthpartners.com
www.helpingheroesretire.com
www.facebook.com/helpingheroesretire
www.linkedin.com/company/atlantic-wealth-partners/about/
twitter.com/heroesretire
www.instagram.com/heroesretire/
www.facebook.com/atlanticwealthpartners/
www.instagram.com/atlanticwealth/
twitter.com/steveawp
Chief Compliance Officer
STEPHEN T. OLSON
PRESIDENT
759 PARKWAY STREET
SUITE 201
JUPITER
FL
United States
Tel:
(561) 632-0566
C******@*************M
(Full email address available in API data)
Regulatory Contact
JOHN T. CARR
COMPLIANCE COUNSEL [EXTERNAL]
6650 SW REDWOOD LANE
SUITE 220
PORTLAND
OR
United States
Tel:
5036355244
J****@******************M
(Full email address available in API data)
Industry Affiliates
| AWP ACQUISITIONS, LLC | Sponsor, GP, manager of pooled investment vehicles |
| AWP RE, LLC | Sponsor, GP, manager of pooled investment vehicles |
| PRUDENT INSURANCE, LLC | Insurance company or agency |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| OLSON, STEPHEN, THOMAS | Individual | STEPHEN THOMAS OLSON DECLARATION OF TRUST DATED FEBRUARY 25, 2015 | TRUSTEE | 02/2015 | > 75% |
| STEPHEN THOMAS OLSON DECLARATION OF TRUST DATED FEBRUARY 25, 2015 | Domestic Entity | OLSON WMG, LLC | MEMBER | 10/2017 | > 75% |
| OLSON WMG, LLC | Domestic Entity | – | MEMBER | 10/2017 | > 75% |
| OLSON, STEPHEN, THOMAS | Individual | – | CHIEF COMPLIANCE OFFICER | 10/2017 | < 5% |