SourcingSourcing

ATLANTIC PRIVATE WEALTH, LLC

C34
CRD 311517·SEC 801-120757·CHAPEL HILL, NC
AUM
$894.0M
$500M-$1B
Est. Revenue
$8.9M
@ 1% on AUM
Est. EBITDA
$2.7M
@ 30% margin
Est. Deal Value
$21.5M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
ATLANTIC PRIVATE WEALTH, LLC
CRD
311517
SEC file #
801-120757
EIN
862536045
DBA names
—

Economics

AUM
$894.0M
AUM band
$500M-$1B
AUM trajectory
'22'26
$583.3M → $894.0M▲ +53%
Client mix
Individuals High Net Worth128
Individuals Other78
Corporations2

Operations

Employees (total)
5
Advisory staff (per ADV)
4
Advisory staff (5-yr trend)
'22'26
2 advisors → 4 advisors▲ +100%
Primary office
CHAPEL HILL NC
Branches
—

Custodian & Brokerage

Primary custodian
Fidelitylow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businesses
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
02/05/2026
ADV-W filed at
—
Website
atlanticpwa.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
BLASS, ANDREW, WILLIAM
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
4
Control Persons
BLASS, ANDREW, WILLIAM
Acquanita, Joseph, P
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
ATLANTICPWA.COM
Rdap Domain Creation Date
2021-03-02T16:46:19Z
Rdap Firm Age Years
5
Rdap Firm Age Band
5-10y
Rdap Registrar
Cloudflare, Inc.

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No
Form 5500 Plan Count
1
Form 5500 Total Compensation
43,731
Form 5500 Compensation Trajectory 3y
202543,731
Form 5500 Plan Count Trajectory 3y
20251
Schedule C Total Compensation
43,731
Schedule C Service Provider Rows
1

SEC EDGAR

Edgar Cik
0001893143
Edgar Registered
Yes
Edgar Filing Count
20
Edgar First Filing Date
2022-01-19
Edgar Last Filing Date
2026-05-08
Edgar 13f Count
18
Edgar 13f Latest AUM Estimate
Filing Date2026-05-08
Accession0001893143-26-000002

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
4
Bc Firm IAR Count
4
Custodian Candidates
Full
Fidelity4
E*trade4
Edgar Addresses
Mailing
308 WEST ROSEMARY STREETSUITE 301CHAPEL HILL, NC 27516
Business
308 WEST ROSEMARY STREETSUITE 301CHAPEL HILL, NC 27516
Edgar EIN
862536045
Edgar Recent Filings
13F-HR2026-05-08 · 0001893143-26-000002
13F-HR2026-02-11 · 0001893143-26-000001
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2028-03-02T16:46:19Z
Rdap Domain Last Changed
2025-12-22T05:20:01Z
Rdap Nameservers
Maleah.ns.cloudflare.comZahir.ns.cloudflare.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Top Owner CRD
4776709
Trust Company Affiliate
No

People (5)

5
BLASS, ANDREW, WILLIAM
IAR · Direct Owner · 87.5%
4776709
Acquanita, Joseph, P
IAR · Direct Owner · 7.5%
7312389
THOMAS, CHRISTOPHER, DANIEL
IAR · Direct Owner · 7.5%
6753241
ROEPER, JESSICA, J
Executive Officer · 2.5%
5900014
Chase Thomas Wietfeld
IAR
7358083