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Atlantic Union Bank
Atlantic Union Bank is a bank / wealth / trust based in Olney, founded 1902; the Altss profile covers its classification, headquarters, registration, AUM band,...
Atlantic Union Bank
Atlantic Union Bank offers personal and business banking, loans, mortgages, and wealth management services across the Mid-Atlantic.
General information
Firm type
Bank / Wealth / Trust
Year founded
1902
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Olney
Corporate office
Olney, MD, United States
Frequently asked questions
What happened to the Sandy Spring Private Client Group?
In May 2024, Sandy Spring Bank merged with Atlantic Union Bank. The legacy Sandy Spring Private Client Group now operates as the wealth management division of the combined Atlantic Union Bank, headquartered in Olney, Maryland.
How is Atlantic Union Bank’s wealth unit regulated?
Because the Private Client Group sits inside a federally chartered bank, its wealth management and trust activities fall under bank regulatory oversight — including the FDIC and Federal Reserve — in addition to standard SEC and FINRA rules that apply to its advisory and brokerage functions.
Does Atlantic Union Bank run any disclosed co-investment or direct-deal programs through its wealth group?
No. Public disclosures show no standalone venture funds, direct-investment arms, or co-investment clubs tied to the Private Client Group. The bank promotes deposit accounts, mortgage lending, and traditional wealth management services, suggesting a conventional trust-and-portfolio management model.
What is the geographic concentration of Atlantic Union Bank’s wealth clients?
The bank’s branch network extends across over 100 locations in Virginia, Maryland, and the Washington, D.C. metro area. The Private Client Group’s client base mirrors this footprint — Mid-Atlantic families, business owners, and professionals operating within the bank’s core commercial banking markets.
Does the firm maintain separate philanthropic or foundation vehicles?
Atlantic Union Bank promotes corporate social responsibility and community reinvestment through its bank-level initiatives, but no separate private foundation or donor-advised fund platform linked to the Private Client Group appears in public regulatory filings or marketing materials.
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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