# ATLANTIC PRIVATE WEALTH, LLC

ATLANTIC PRIVATE WEALTH, LLC of CHAPEL HILL, NC is an SEC-registered investment adviser.

## Registration

- CRD: 311517
- Type: SEC-registered investment adviser
- SEC file number: 801-120757
- Location: 308 WEST ROSEMARY STREET, SUITE 301, CHAPEL HILL, NC, 27516
- Phone: 919-968-2977
- Latest filing: 2026-07-10
- Regulatory AUM: $894.0M
- Discretionary AUM: $891.0M
- Non-discretionary AUM: $3.0M
- Clients: 5
- Accounts: 1,339

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles

## Officers, owners & control persons (7)

| Name | Role | Location |
| --- | --- | --- |
| Jessica J Roeper | CHIEF COMPLIANCE OFFICER | — |
| Andrew William Blass | FOUNDER & MANAGING DIRECTOR; SOLE MEMBER | — |
| BLASS ANDREW WILLIAM | CHIEF COMPLIANCE OFFICER AND SOLE MEMBER; SOLE MEMBER; SOLE MEMBER / CHIEF COMPLIANCE OFFICER | — |
| RUOTSALA SARA MARIE | INTERIM CHIEF COMPLIANCE OFFICER | — |
| ROEPER JESSICA J | CHIEF COMPLIANCE OFFICER | — |
| Joseph P Acquanita | PARTNER & WEALTH ADVISOR | — |
| Christopher Daniel Thomas | PARTNER & WEALTH ADVISOR | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/311517/brochure
- Similar advisers: https://search.stillhousedata.com/firm/311517/similar
- Related entities: https://search.stillhousedata.com/firm/311517/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/311517

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.