Atlantic Wealth Partners, Llc
Jupiter, Florida
ATLANTIC WEALTH PARTNERS, LLC is a small investment advisory firm based out of Jupiter, FL. With its headquarters in this vibrant city, the company operates one office, catering to a diverse range of clients. Committed to providing exceptional financial guidance, Atlantic Wealth Partners, LLC has built a team of highly skilled professionals who specialize in investment advisory services. Employing a client-centered approach, the firm's team of four dedicated investment advisors focuses on delivering tailored solutions to meet individual financial goals. With an average of approximately $54,260,000 in assets under management per a...
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Assets Under Mgmt

$217.04M

Investment Professionals

4

Locations

0

% 401K & Individual

6%

% Discretionary

88%
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Pension consulting services
Selection of other advisers
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