Atlantic Private Wealth
Atlantic Private Wealth is an SEC-registered, fiduciary wealth management and financial planning firm based in Chapel Hill, NC, serving families, individuals, entrepreneurs, businesses, retirement plan participants, foundations, and endowments through bespoke family-office-styled advisory services sourced primarily via a nationwide professional referral network.
- Company typePrivate
- Founded1984
- HeadquartersChapel Hill, United States
- Headcount1–10
- GTM typeB2B and B2C
- OfferingServices
What Atlantic Private Wealth does
Atlantic Private Wealth is a privately held SEC Registered Investment Advisor headquartered in Chapel Hill, North Carolina, that delivers bespoke, family-office-styled wealth management and financial planning services. The firm was founded in 1984 and reports over 40 years of continuous SEC-registered fiduciary experience. It serves seven defined segments — families, individuals, entrepreneurs, businesses, retirement plan participants, foundations, and endowments — across both domestic and international client bases. Its core service lines are wealth management (including domestic and international portfolio management, options strategies for low-basis concentrated holdings, and risk management and insurance), financial advice and planning (goals- and cashflow-based planning, budget/spending/saving analysis, income and estate tax strategies, business and trustee planning), and retirement plan services (TIAA-CREF and Fidelity administration, 401(k) and defined benefit plan design and investments).
The firm's go-to-market relies on a nationwide professional referral network of CPAs, estate attorneys, trustees, and mortgage and asset-based lending professionals, with services delivered through direct advisor-client relationships. The value proposition combines an evidence-based, academic-theory-backed investment approach with personalized service across multi-generational wealth, estate, and tax planning use cases. Operationally, Atlantic Private Wealth runs with a small team of 1-10 employees at a single office location and discloses no proprietary technology platform, mobile application, API, or AI/ML capabilities; pricing and fee schedules are not publicly disclosed and require direct contact.
Revenue, AUM, funding history, ownership structure details, and formal partnerships are not publicly disclosed; the firm appears to be founder/team-owned with no institutional or private equity backing evidenced.
Atlantic Private Wealth firmographics
Firmographics- Name
- Atlantic Private Wealth
- Legal name
- Atlantic Private Wealth
- Website
- https://atlanticpwa.com
- Company type
- Private
- Founded year
- 1984
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Atlantic Private Wealth is an SEC-registered, fiduciary wealth management and financial planning firm based in Chapel Hill, NC, serving families, individuals, entrepreneurs, businesses, retirement plan participants, foundations, and endowments through bespoke family-office-styled advisory services sourced primarily via a nationwide professional referral network.
- Ownership category
- akta.pro rank
Atlantic Private Wealth industry classification
Industry- Product category
- Wealth Management
- NAICS
- Portfolio Management and Investment Advice (52394), Trusts, Estates, and Agency Accounts (52592), Other Financial Investment Activities (5239)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Family Office Advisory (Single/Multi-Family) (FSAEAAAI)
- akta.pro secondary industries
- Onshore Private Banking (Domestic HNW/UHNW) (FSAAABAA), Private Banking Business Owners & Entrepreneur Solutions (Liquidity Events, Pre-IPO) (FSABADAK), Private Banking Philanthropy & Impact Advisory (FSABADAJ), Offshore & International Private Banking (FSAAABAB)
Keywords
Where Atlantic Private Wealth is headquartered
LocationHeadquarters
- HQ city
- Chapel Hill
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Atlantic Private Wealth business model
Business model- GTM type
- B2B and B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Others
Distribution channels1 record
Marketing channels1 record
Atlantic Private Wealth product offering
Product offeringCore offering
Atlantic Private Wealth is an SEC Registered Investment Advisor delivering bespoke family office-styled wealth management and financial planning services. The firm provides investment management (domestic and international portfolios, options strategies for low-basis concentrated holdings), goals and cashflow-based financial planning, tax and estate strategies, 401(k) and defined benefit plan design, retirement plan administration (TIAA-CREF and Fidelity), and business and trustee planning. Services are offered to families, individuals, entrepreneurs, businesses, retirement plan participants, foundations, and endowments.
Product overview
Atlantic Private Wealth is a wealth management and financial planning firm offering a unified suite of services centered on personalized wealth management. The firm provides integrated investment management, financial planning, retirement plan services, and business/trustee planning. The core offering combines bespoke family office-styled servicing with disciplined, evidence-based investment approaches, supporting clients including families, individuals, entrepreneurs, businesses, retirement plan participants, foundations, and endowments. The company operates as an SEC registered advisor and fiduciary with over 40 years of experience, leveraging professional referral networks across the nation.
Differentiator
Problem solved
Functional benefit
Products and services
- Wealth Management
- Financial Advice & Planning
- Retirement Plan Services
- Business and Trustee Planning
Companies that use Atlantic Private Wealth
Customer profileSegments7 records
Ideal customer profiles4 records
Atlantic Private Wealth technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Atlantic Private Wealth partnerships and signals
Strategic signalScale indicators1 record
Recent moves5 records
Expansion highlights4 records
Atlantic Private Wealth competitors and assessment
Company assessmentBroad incumbents
- Mercer Advisors: National RIA specializing in comprehensive wealth management, estate planning, and retirement plan services for HNW individuals and families; a scaled competitor with similar integrated offering.
- Carson Group: RIA and coaching platform for financial advisors serving HNW individuals, families, and business owners; comparable in advisor-led wealth management, retirement plan, and tax planning services.
- HighTower Advisors: National RIA platform serving HNW individuals, families, and institutions with wealth management and advisory services; comparable client segments and service breadth though much larger scale.
- Edelman Financial Engines: Large RIA offering wealth management, financial planning, and retirement plan services to individuals and businesses; comparable in retirement plan and personalized planning offerings.
- Mariner Wealth Advisors: National RIA providing comprehensive wealth advisory, retirement plan, and family office services; competes for the same HNW/family client base and uses a similar advisor-led, fee-based model.
- Creative Planning: Large multi-family RIA offering wealth management, financial planning, and retirement plan services to HNW individuals, families, and business owners; comparable in service breadth and HNW client focus but vastly larger in scale.
Direct peers
- CAPTRUST: Independent RIA providing investment management, financial planning, and retirement plan services to HNW individuals and institutions; directly comparable in retirement plan and wealth management offerings.
- Sanctuary Wealth: Independent advisor-focused wealth management platform serving HNW families and individuals with bespoke advisory services; comparable bespoke, family-office-style positioning.
- Buckingham Strategic Wealth: Independent, fee-only RIA serving individuals and families with evidence-based investment management and financial planning; closely aligned with Atlantic's academic, fiduciary approach and HNW focus.
Emerging players
- Facet Wealth: Tech-enabled RIA providing flat-fee financial planning and investment management to mass-affluent and HNW clients; an emerging alternative to traditional family office styled advisory firms.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks5 records
Key highlights6 records
Customer concentration
Atlantic Private Wealth social profiles
Digital presenceAtlantic Private Wealth financial estimates
Financial estimateRevenue estimate
Valuation estimate
Atlantic Private Wealth leadership team
Management profileNumber of profiles
Profiles1 record
Atlantic Private Wealth funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Atlantic Private Wealth M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Atlantic Private Wealth
What does Atlantic Private Wealth do?
Atlantic Private Wealth is an SEC Registered Investment Advisor delivering bespoke family office-styled wealth management and financial planning services. The firm provides investment management (domestic and international portfolios, options strategies for low-basis concentrated holdings), goals and cashflow-based financial planning, tax and estate strategies, 401(k) and defined benefit plan design, retirement plan administration (TIAA-CREF and Fidelity), and business and trustee planning. Services are offered to families, individuals, entrepreneurs, businesses, retirement plan participants, foundations, and endowments.
Is Atlantic Private Wealth a public or private company?
Atlantic Private Wealth is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Atlantic Private Wealth founded?
Atlantic Private Wealth was founded in 1984. It employs 1 to 10 people.
Where is Atlantic Private Wealth based?
Atlantic Private Wealth is headquartered in Chapel Hill, United States, in the North America region.
Who are Atlantic Private Wealth's main competitors?
Broad incumbents on record are Mercer Advisors, Carson Group, HighTower Advisors, Edelman Financial Engines, Mariner Wealth Advisors and Creative Planning. Direct peers are CAPTRUST, Sanctuary Wealth and Buckingham Strategic Wealth. Facet Wealth is listed as an emerging player.
Does Atlantic Private Wealth have an API?
No public API is recorded for Atlantic Private Wealth.
What industry is Atlantic Private Wealth in?
Atlantic Private Wealth's product category is Wealth Management. Its primary akta.pro industry code is FSAEAAAI, Family Office Advisory (Single/Multi-Family), with a secondary code of FSAAABAA, Onshore Private Banking (Domestic HNW/UHNW). Its NAICS code is 52394 and its SIC code is 6282.