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RIA / WealthRegistered adviserformer SEC adviserleft the SEC rosterRAUM 100m 1b

ATLANTIC WEALTH PARTNERS, LLC

CRD 289440

JUPITER, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:2f238016-004a-d9be-dc2e-0311598f3cf6

Data as of Jun 29, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 3:47 PM UTC and rebuilt at most every 15 minutes.

Relationships: 14
Dated events: 9
On other graphs: 0
Observed: Sep 1, 2017 to Jun 29, 2026
36 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $198MItem 5.F on the latest filing (2026-06-29); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $198M
Private client RAUM: $198MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 4
Advisory employees: 4
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 813
Individual clients: 80
High net worth clients: 227
Custody, client assets: $505,552
SEC number: 801-118353
CRD: 289440
Filings on the tape: 36
First filed: Sep 1, 2017
Latest filed: Jun 29, 2026
Organised: Limited Liability Company, FL
Website: atlanticwp.com

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
2022 SD STO DESCENDANTS TRUST DATED 12/30/2022	Owner	E	yes	10/2023	May 21, 2024	Dec 18, 2024
OLSON WMG, LLC	Member	E	yes	10/2017	Sep 1, 2017	Dec 18, 2024
OLSON, STEPHEN, THOMAS	Manager	F	yes	03/2022	Sep 1, 2017	Dec 18, 2024
OLSON, STEPHEN, THOMAS	CHIEF COMPLIANCE OFFICER	Na	yes	10/2017	Sep 1, 2017	Dec 18, 2024
STO SD DESCENDANTS, LLC	Owner	E	yes	10/2023	May 21, 2024	Dec 18, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
AWP INSURANCE, LLC	n/a	n/a	n/a	N	yes	n/a
AWP RE FUND GP, L.L.C.	n/a	n/a	n/a	N	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
WEST PALM BEACH	FL	United States	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 7 of 8

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 31, 2026	$198M	$198M	4	4	1	n/a	n/a
2024	Apr 2, 2025	$169M	$169M	4	3	1	n/a	n/a
2023	Mar 28, 2024	$228M	$228M	4	4	1	n/a	n/a
2022	Mar 29, 2023	$217M	$191M	5	4	0	n/a	n/a
2021	Mar 31, 2022	$269M	$269M	6	4	0	n/a	n/a
2020	Feb 9, 2021	$154M	$154M	5	3	0	n/a	n/a
2017	Mar 6, 2018	$73.0M	$73.0M	1	1	0	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	3	-3	n/a	0	3	0	1	4

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$198M	$169M	17.0%	$217M	-3.0%	4	4	1	1

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
Mariner	3	Jul 28, 2026	Jul 23, 2026	NORTH PALM BEACH, FL	Firm absorbed	RIA to ibd	100.0%

Relationships

Affiliated with (1)

← MONSTRO PCFO, LLCRegistered adviserother investment adviser, common control
factForm ADV

Registered with (7)

← TAD MICHAEL SACHECKAdvisorregistration: previous registration
Nov 27, 2018 to Jul 28, 2026factForm ADV
← Anthony Jason VernaleAdvisorregistration: previous registration
Oct 4, 2021 to Jul 28, 2026factForm ADV
← Dylan J WalkerAdvisorregistration: previous registration
Jun 27, 2024 to Jul 28, 2026factForm ADV
← Greggory William BrantAdvisorregistration: previous registration
Jun 4, 2019 to May 16, 2024factForm ADV
← Kyle Austin KnoppAdvisorregistration: previous registration
Mar 21, 2022 to Dec 6, 2022factForm ADV
← CODY DANIEL KOLETICAdvisorregistration: previous registration
Jun 14, 2019 to Aug 11, 2020factForm ADV
← BRIAN ALAN SIROTAAdvisorregistration: previous registration
Aug 14, 2018 to Aug 17, 2018factForm ADV

Moved with (1)

→ MARINERRegistered adviser3 advisors, firm absorbed, same day
Jul 28, 2026 to Jul 23, 2026factForm ADV

Controls (4)

← OLSON, STEPHEN, THOMASOwnerMANAGER, ownership code F, individual
Sep 1, 2017 to Dec 18, 2024factForm ADV
← 2022 SD STO DESCENDANTS TRUST DATED 12/30/2022OwnerOWNER, ownership code E, domestic entity
May 21, 2024 to Dec 18, 2024factForm ADV
← OLSON WMG, LLCOwnerMEMBER, ownership code E, domestic entity
Sep 1, 2017 to Dec 18, 2024factForm ADV
← STO SD DESCENDANTS, LLCOwnerOWNER, ownership code E, domestic entity
May 21, 2024 to Dec 18, 2024factForm ADV

Dated events

1 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Jul 28, 2026
Firm absorbed
Atlantic Wealth Partners, LLC's advisors moved to Mariner (North Palm Beach, FL): 3 of 3 registered, on the same day
Form ADVobserved 5 days ago
3 advisors
Occurred
Jul 28, 2026
Advisor changed firm
Anthony Jason Vernale left Atlantic Wealth Partners, Llc for Mariner (registered 2026-07-23)
Form ADVobserved 5 days ago
Occurred
Jul 28, 2026
Advisor changed firm
Dylan J Walker left Atlantic Wealth Partners, Llc for Mariner (registered 2026-07-17)
Form ADVobserved 5 days ago
Occurred
Jul 28, 2026
Advisor changed firm
Tad Michael Sacheck left Atlantic Wealth Partners, Llc for Mariner (registered 2026-07-21)
Form ADVobserved 5 days ago
Occurred
May 16, 2024
Advisor changed firm
Greggory William Brant left Atlantic Wealth Partners, Llc for Sowell Management (registered 2025-01-01)
Form ADVobserved 5 days ago
Occurred
Dec 6, 2022
Advisor changed firm
Kyle Austin Knopp left Atlantic Wealth Partners, Llc for Bluewater Asset Management (registered 2024-04-16)
Form ADVobserved 5 days ago
Occurred
Mar 31, 2022
Regulatory AUM changed
Atlantic Wealth Partners, Llc reported RAUM $269.0M, up 74% from $154.4M (2022-01-18 to 2022-03-31)
Form ADVobserved 5 days ago
$115M
Occurred
Sep 1, 2017
First Form ADV filing
Atlantic Wealth Partners, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Show 1 bookkeeping events

Occurred
Aug 3, 2026
Atlantic Wealth Partners, Llc no longer on the SEC adviser roster (last listed 2026-07-01, RAUM $198.1M)

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:2f238016-004a-d9be-dc2e-0311598f3cf6
First observed: Sep 1, 2017
Last observed: Jun 29, 2026 2 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

ATLANTIC WEALTH PARTNERS, LLC

CRD 289440

JUPITER, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:2f238016-004a-d9be-dc2e-0311598f3cf6

Data as of Jun 29, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 3:47 PM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

2022 SD STO DESCENDANTS TRUST DATED 12/30/2022

Owner

yes

10/2023

May 21, 2024

Dec 18, 2024

OLSON WMG, LLC

Member

yes

10/2017

Sep 1, 2017

Dec 18, 2024

OLSON, STEPHEN, THOMAS

Manager

yes

03/2022

Sep 1, 2017

Dec 18, 2024

OLSON, STEPHEN, THOMAS

CHIEF COMPLIANCE OFFICER

yes

10/2017

Sep 1, 2017

Dec 18, 2024

STO SD DESCENDANTS, LLC

Owner

yes

10/2023

May 21, 2024

Dec 18, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

AWP INSURANCE, LLC

n/a

yes

n/a

AWP RE FUND GP, L.L.C.

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

WEST PALM BEACH

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 31, 2026

$198M

n/a

2024

Apr 2, 2025

$169M

n/a

2023

Mar 28, 2024

$228M

n/a

2022

Mar 29, 2023

$217M

$191M

n/a

2021

Mar 31, 2022

$269M

n/a

2020

Feb 9, 2021

$154M

n/a

2017

Mar 6, 2018

$73.0M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

-3

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$198M

$169M

17.0%

$217M

-3.0%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

Mariner

Jul 28, 2026

Jul 23, 2026

NORTH PALM BEACH, FL

Firm absorbed

RIA to ibd

100.0%