# Atlantic Retirement & Wealth Advisors Atlantic Retirement & Wealth Advisors is an Asset Manager. ## Overview - **Organization type:** Asset Manager - **Assets under management:** Undisclosed - **LinkedIn:** https://www.linkedin.com/company/10418018 ## Regulatory record - **CRD number:** 281680 - **Registration status:** Registered - **Reports private funds:** No - **IAPD record:** https://adviserinfo.sec.gov/firm/summary/281680 ## Sectors - Wealth Management ## Questions ### Is Atlantic Retirement & Wealth Advisors a fiduciary? Yes, as a registered investment advisor, Atlantic Retirement & Wealth Advisors is a fiduciary. It is legally obligated to act in the best interest of its clients and must disclose any conflicts of interest. This duty applies to all financial planning and investment management services provided by the firm. ### Who is the typical client of Atlantic Retirement & Wealth Advisors? The firm serves individual retail investors, with a particular focus on those who are planning for or already living in retirement. Common client profiles include corporate professionals managing a 401(k) rollover, small business owners, and high-net-worth individuals seeking coordinated financial and investment advice. Clients are generally served on a long-term, relationship-based model. ### Does the firm custody client assets itself? No, Atlantic Retirement & Wealth Advisors does not hold custody of client assets. Like most independent RIAs, the firm uses an independent, qualified custodian such as Charles Schwab or Fidelity to hold client funds and securities. This separation of custody is a standard consumer protection practice, as clients receive account statements directly from the custodian. ## Related profiles - [Atlantic Coast Financial](https://altss.com/profile/atlantic-coast-financial) --- Last updated: 2026-08-14T12:30:00.000Z Canonical page: https://altss.com/profile/atlantic-retirement-and-wealth-advisors-llc Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology