Atlantic Wealth Partners, LLC
Atlantic Wealth Partners, LLC is a multi-family office headquartered in Jupiter. Founded in 1999, the firm traces its roots to founder Steve Olson’s advisory practice serving Florida first responders and other high-net-worth families.
Atlantic Wealth Partners, LLC
Atlantic Wealth Partners, LLC is a multi-family office headquartered in Jupiter. Founded in 1999, the firm traces its roots to founder Steve Olson’s advisory practice serving Florida first responders and other high-net-worth families. It offers integrated investment management, financial planning, estate and tax advisory, and family office services, leveraging a fiduciary approach to protect and grow client wealth across generations.
General information
Firm type
Multi Family Office
Year founded
2017
AUM
—
Location
Region
North America
Country
—
City
Jupiter
Corporate office
759 Parkway Street, Suite 201, Jupiter, FL 33477
Frequently asked questions
What is Atlantic Wealth Partners, LLC?
Atlantic Wealth Partners, LLC is a multi family office headquartered in Jupiter.
When was Atlantic Wealth Partners, LLC founded?
Atlantic Wealth Partners, LLC was founded in 2017.
Where is Atlantic Wealth Partners, LLC headquartered?
Atlantic Wealth Partners, LLC is headquartered in Jupiter, in the North America region.
What does Altss track for Atlantic Wealth Partners, LLC?
Altss maintains an OSINT-verified profile of Atlantic Wealth Partners, LLC covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), assets (real estate, public market positions, private companies, art and cultural holdings, philanthropy and foundations), and network (club memberships, associations, and event participation). Detailed values are available to Altss subscribers.
What is Atlantic Wealth Partners, LLC's website?
Atlantic Wealth Partners, LLC's public website is atlanticwp.com. Verified contact details for principals and decision-makers are available to Altss subscribers.
What type of firm is Atlantic Wealth Partners, LLC?
Atlantic Wealth Partners, LLC is classified by Altss as a Multi Family Office within the North America region.
How does Altss source intelligence on Atlantic Wealth Partners, LLC?
Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.
How fresh is the Altss profile for Atlantic Wealth Partners, LLC?
Atlantic Wealth Partners, LLC's profile is part of Altss's continuous-refresh dataset, with a full update cycle at least every 30 days and priority changes applied as new information is verified.
Company types
Confirmed
Pipeline
Indicated
Negative
Industry focuses
Confirmed
Pipeline
Indicated
Negative
Regional focuses
Confirmed
Pipeline
Indicated
Negative
Technological focuses
Confirmed
Pipeline
Indicated
Negative
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Get accessInvestment stages
Confirmed
Pipeline
Indicated
Negative
Emerging interests
Hard exclusions
ESG policy
Direct deal program
Emerging manager LP program
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Get accessManager maturity preference
Confirmed
Indicated
Ticket size (USD M, min/max)
Preferred fund size (USD M, min/max)
Investment horizon (years, min/max)
Target IRR (%)
Max leverage
Liquidity terms
Currency preference
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Get accessPhilanthropy-only themes
Political donations
Service Providers & Advisors
| Category | Firm | Years Active | Primary Contact |
|---|---|---|---|
Company Deals
| Date | Company | Type | Sector | Geography | Role | Amount | Deal Lead | Co-investors | Insight |
|---|---|---|---|---|---|---|---|---|---|
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Get accessFund Commitments
| Date | Fund | Strategy | Geography | Role | Fund size | Vintage |
|---|---|---|---|---|---|---|
Club Memberships and Associations & Advisors
| Organization | Role | Since | Notes |
|---|---|---|---|
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Get accessEvent & Conference Participation
| Event | Role | Date | Location |
|---|---|---|---|
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Continuous refresh with full update cycles at least every 30 days.
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