# Atlantic Private Wealth

Atlantic Private Wealth is a Bank / Wealth / Trust based in Chapel Hill, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Chapel Hill, United States
- **Region:** North America
- **Address:** Chapel Hill, NC, United States
- **Founded:** 2021
- **Assets under management:** Undisclosed
- **Website:** atlanticpwa.com
- **LinkedIn:** https://www.linkedin.com/company/atlanticprivatewealth

## Regulatory record

- **CRD number:** 311517
- **SEC file number:** 801-120757
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/311517

## About

Atlantic Private Wealth was established in 2021. It operates as a registered investment advisor from Chapel Hill, North Carolina. The firm provides investment advisory services, financial planning, and portfolio management. It serves individuals, trusts, and institutions. No additional offices, team size, or recent operational events are disclosed in available records.

## Sectors

- families
- individuals
- entrepreneurs
- businesses
- retirement plans
- foundations
- endowments

## Questions

### What services does Atlantic Private Wealth provide?

The firm offers investment advisory services, financial planning, portfolio management, cash flow forecasting, and tax planning.

### Who does Atlantic Private Wealth advise?

It advises individuals, trusts, and institutions.

## Related profiles

- [Atlantic Potash Millstream Corporation](https://altss.com/profile/atlantic-potash-millstream-corporation)
- [Atlantic Street Capital](https://altss.com/profile/atlantic-street-capital)

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Last updated: 2026-07-10T19:59:53.000Z

Canonical page: https://altss.com/profile/atlantic-private-wealth

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