Atlantic Private Wealth

Have updates for this profile? Please contribute data

= Subscriber Access Only

You are viewing a preview of this profile. Request a Preqin Pro demo for full access to all profiles and underlying data.

With Preqin Pro, you gain an unobstructed view of all alternative asset class activity across institutional investors, fund managers, funds, portfolio companies, deals, exits, and service providers.

Request demo

Atlantic Private Wealth — overview

About

Atlantic Private Wealth is a US-based wealth manager and registered investment advisor. It provides investment advisory services to its clients on both discretionary and non-discretionary basis. The services it offers include financial planning, business planning, cash flow forecasting, trust and estate planning, tax planning, insurance planning, education planning, retirement planning, investment management, and portfolio management. The wealth manager advises individuals, trusts, estates, charitable organizations, endowments, tax-exempt institutions, corporations, pension and profit-sharing plans, and plan participants.

Atlantic Private Wealth - known decision makers (3)

Position	Location	Asset Class
Founder and President	Chapel Hill, US	GEN
Wealth Manager	Chapel Hill, US	GEN
Wealth Manager	Chapel Hill, US	GEN

Showing 3 of 3 known decision makers Atlantic Private Wealth

Preqin screens the most influential contacts in alternatives, so you only reach the key decision makers

Request a demo to see more

Time to go Pro

Get Preqin Pro for unrestricted access to 600,000+ detailed profiles on fund managers, investors, funds, companies, and other alternative asset players. Unlock exclusive data on future plans, company financials, fundraising history, track records, and more.

Request demo