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Atlantic Edge Private Wealth Management LLC

EST. AUM
$604,262,134

CONTACTS

CLIENT ACCOUNTS
907

Firm Details

Metro area Jacksonville
CRD Number 327354
Website atlanticedgewealth.com
Client types

Overview

Atlantic Edge Wealth Management, LLC is a fee-only fiduciary registered investment advisor headquartered in Jacksonville, Florida, managing high-net-worth clients nationally with a three-partner team that has worked together for over a decade. The firm operates under a family office-inspired model, coordinating investment management, financial planning, tax strategy, and estate planning in a highly integrated way. Atlantic Edge's investment management practice is driven by three CFA Charterholders, distinguishing the firm's research and portfolio construction rigor within the independent advisory space.

Platform Details

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Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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