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Atlantic Wealth Partners
Atlantic Wealth Partners traces its operational start to 1999 through founder Stephen T. Olson’s advisory work with Florida first responders.
Atlantic Wealth Partners
Atlantic Wealth Partners traces its operational start to 1999 through founder Stephen T. Olson’s advisory work with Florida first responders. The firm provides investment management, estate planning, and tax advisory under a fiduciary standard. Investment activity centers on real estate assets in Florida, including Encore Vive Apartments and West End at City Walk. Additional exposures include private equity, hedge funds, and natural resources. Geographic focus remains North America. The firm also sponsors AWP RE Fund I, LP. The team includes Chief Operating Officer and Portfolio Manager Cody Daniels. A second office operates at the Palm Beach County PBA headquarters in West Palm Beach. Stephen T. Olson holds membership in the Forbes Finance Council and the Palm Beach County Estate Planning Council.
General information
Firm type
Multi Family Office
Year founded
1999
AUM
228 (Altss estimate)
Location
Region
North America
Country
United States
City
Jupiter
Corporate office
759 Parkway Street, Suite 201, Jupiter, FL 33477, United States
Additional offices
West Palm Beach, FL, United States
Principals
Stephen T. Olson
Founder and CEO
Cody Daniels
Chief Operating Officer and Portfolio Manager
Sector focus
Frequently asked questions
Who runs investment decisions at Atlantic Wealth Partners?
Stephen T. Olson serves as Founder and CEO. Cody Daniels acts as Chief Operating Officer and Portfolio Manager.
Does Atlantic Wealth Partners participate in fund commitments or only direct deals?
The firm uses a fund-of-funds approach alongside direct real estate holdings such as Encore Vive Apartments.
Where does the underlying client base come from?
Clients are primarily Florida first responders and their families, served through a partnership with the Palm Beach County Police Benevolent Association that dates back over 25 years.
What investment stages does Atlantic Wealth Partners typically target?
The firm allocates across private equity, hedge funds, and real estate without a disclosed stage preference.
How is Atlantic Wealth Partners related to Monstro, Inc.?
Stephen T. Olson is listed as Founder and CEO of both Atlantic Wealth Partners, LLC and Monstro, Inc.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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