Atlantic Private Wealth, LLC

Atlantic Private Wealth, LLC is a registered investment adviser offering financial planning, consulting, and investment management services. Established in March 2021, the firm is owned by Andrew Blass and manages over $787 million in assets as of December 31, 2024. Clients can have their portfolios managed on a discretionary or non-discretionary basis, with investments in various securities like fixed income, equity, mutual funds, and ETFs. The firm tailors its services to meet individual client needs and regularly monitors portfolios to ensure alignment with client objectives. Clients can impose restrictions on account management, and the firm may advise on legacy positions. Additionally, APW assists with corporate retirement plan management and offers financial planning services on a project basis. Fees are based on assets under management, with management fees negotiable but not exceeding 1.25%. The firm may also charge fixed fees for financial planning services. Clients may incur additional charges from third parties, such as broker-dealers and custodians. APW has not been involved in any legal or disciplinary events and has adopted a Code of Ethics. The firm recommends Fidelity Investments for client transactions and receives economic benefits from Fidelity. Clients receive account statements directly from the custodian and have the option to request additional reports from APW. APW has custody of client funds and securities and may exercise investment discretion on behalf of clients. The firm does not vote client securities or compensate third-party solicitors for client referrals.