ATLANTIC WEALTH PARTNERS, LLC of JUPITER, FL is an SEC-registered investment adviser (CRD 289440). Regulatory assets under management: $198.1M.
Compensation: % of AUM.
Clients served: Individuals, High net worth, Pensions, Charities.
| Name | Role | Location |
|---|---|---|
| Stephen Thomas Olson | CHIEF COMPLIANCE OFFICER; CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER; MANAGER | — |
| Tad Michael Sacheck | PARTNER & WEALTH ADVISOR; PRINCIPAL | — |
| Anthony Jason Vernale | PARTNER & WEALTH ADVISOR; PRINCIPAL | — |
| OLSON STEPHEN THOMAS | CHIEF COMPLIANCE OFFICER; MANAGER; TRUSTEE | — |