Atlantic Private Wealth, Llc
- Regulatory AUM
- $894M
- Discretionary
- $891M
- Clients
- 208
- Avg AUM / client
- $4.3M
- Accounts
- 1,339
- Employees
- 5
AUM over time
Annual snapshots from Form ADV filings · as of Jul 10, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 78 | $71.2M | 7.96% |
| High net worth individuals | 128 | $717M | 80.2% |
| Corporations and other businesses | 2 | $106M | 11.8% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Dentons Us Llp Profit Sharing Plan Dentons Us Llp | 2024 |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Andrew William Blass | Sole Member | Feb 2021 (6y) | 75% or more | |
| Roeper, Jessica, J | Chief Compliance Officer | Mar 2023 (3y) | Less than 5% | |
| Christopher Daniel Thomas | Registered representative | May 2021 (5y) | ||
| Joseph P Acquanita | Registered representative | Oct 2022 (4y) | ||
| Chase Thomas Wietfeld | Registered representative | Oct 2025 (1y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Dentons Us Llp Profit Sharing Plan | Dentons Us Llp | 1,434 | $999M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/10/2026 | 912 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Fidelity Brokerage Services $815M (91% of AUM) Jul 2026
- Fidelity Distributors Company Llc $527M (90% of AUM) Mar 2023
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 10, 2026.
View current Form ADV (SEC/IAPD) ↗