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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

ATLANTIC PRIVATE WEALTH, LLC

CRD 311517

CHAPEL HILL, NC

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:d96f38c0-4c0f-03f7-448f-cb5b00a7cc90

Data as of Jul 10, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:55 AM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 4
On other graphs: 0
Observed: Mar 10, 2021 to Jul 10, 2026
13 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: independent wealth managerderivedprivate_client_share=0.88 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $894MItem 5.F on the latest filing (2026-07-10); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $891M
Private client RAUM: $788MderivedItem 5.D individuals plus high net worth individuals
Private client share: 88%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 4
RAUM per advisor: $223Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 5
Advisory employees: 4
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 1,339
Individual clients: 78
High net worth clients: 128
Custody, client assets: $33.2M
SEC number: 801-120757
CRD: 311517
Filings on the tape: 13
First filed: Mar 10, 2021
Latest filed: Jul 10, 2026
Organised: Limited Liability Company, DE
Website: atlanticpwa.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
ANDREW WILLIAM BLASS	n/a	CHAPEL HILL, NC	5	15	2	no
CHRISTOPHER DANIEL THOMAS	n/a	CHAPEL HILL, NC	5	13	3	no
Joseph P Acquanita	Certified Financial Planner	CHAPEL HILL, NC	3	10	2	no
Chase Thomas Wietfeld	n/a	CHAPEL HILL, NC	0	10	n/a	no

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
BLASS, ANDREW, WILLIAM	SOLE MEMBER	E	yes	02/2021	Mar 10, 2021	Sep 24, 2024
ROEPER, JESSICA, J	CHIEF COMPLIANCE OFFICER	Na	yes	03/2023	Mar 23, 2023	Sep 24, 2024

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

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Private funds	Fund GAV
2025	Feb 5, 2026	$894M	$891M	5	4	n/a	n/a
2024	Mar 3, 2025	$788M	$783M	5	4	n/a	n/a
2023	Mar 1, 2024	$690M	$685M	5	3	n/a	n/a
2022	Mar 23, 2023	$584M	$576M	5	4	n/a	n/a
2021	Mar 30, 2022	$651M	$646M	5	2	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	0	0	0.0%	0	0	0	0	0

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	$894M	$788M	13.5%	$584M	15.3%	5	5	0	0

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
UNITED CAPITAL FINANCIAL ADVISORS	3	May 11, 2021	May 21, 2021	CHAPEL HILL, NC	Team lift out	Ibd to new firm	1.1%

Relationships

Registered with (5)

← Chase Thomas WietfeldAdvisorregistration: current employment
Oct 22, 2025 to presentfactForm ADV
← Joseph P AcquanitaAdvisorregistration: current employment
Oct 27, 2022 to presentfactForm ADV
← ANDREW WILLIAM BLASSAdvisorregistration: current employment
May 21, 2021 to presentfactForm ADV
← CHRISTOPHER DANIEL THOMASAdvisorregistration: current employment
May 21, 2021 to presentfactForm ADV
← Jessica AlpersAdvisorregistration: previous registration
May 21, 2021 to Oct 27, 2022factForm ADV

Controls (2)

← BLASS, ANDREW, WILLIAMOwnerSOLE MEMBER, ownership code E, individual
Mar 10, 2021 to Sep 24, 2024factForm ADV
← ROEPER, JESSICA, JOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Mar 23, 2023 to Sep 24, 2024factForm ADV

Moved with (1)

← UNITED CAPITAL FINANCIAL ADVISORSRegistered adviser3 advisors, team lift out
May 11, 2021 to May 21, 2021factForm ADV

Dated events

Occurred
Oct 27, 2022
Advisor changed firm
Jessica Alpers left Atlantic Private Wealth, Llc for Wealthshield Partners, Llc (registered 2022-12-15)
Form ADVobserved 5 days ago
Occurred
Mar 30, 2022
Control person left
Marie Sara Ruotsala (Interim Chief Compliance Officer) no longer on Schedule A of Atlantic Private Wealth, Llc (listed 2022-02-09, absent 2022-03-30)
Form ADVobserved 5 days ago
Occurred
May 13, 2021
Control person joined
Marie Sara Ruotsala (Interim Chief Compliance Officer) appeared on Schedule A of Atlantic Private Wealth, Llc
Form ADVobserved 5 days ago
Occurred
Mar 10, 2021
First Form ADV filing
Cohort Advisors, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:d96f38c0-4c0f-03f7-448f-cb5b00a7cc90
First observed: Mar 10, 2021
Last observed: Jul 10, 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 PRIVATE WEALTH, LLC

CRD 311517

CHAPEL HILL, NC

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:d96f38c0-4c0f-03f7-448f-cb5b00a7cc90

Data as of Jul 10, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:55 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

ANDREW WILLIAM BLASS

n/a

CHAPEL HILL, NC

CHRISTOPHER DANIEL THOMAS

n/a

CHAPEL HILL, NC

Joseph P Acquanita

Certified Financial Planner

CHAPEL HILL, NC

Chase Thomas Wietfeld

n/a

CHAPEL HILL, NC

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BLASS, ANDREW, WILLIAM

SOLE MEMBER

yes

02/2021

Mar 10, 2021

Sep 24, 2024

ROEPER, JESSICA, J

CHIEF COMPLIANCE OFFICER

yes

03/2023

Mar 23, 2023

Sep 24, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Feb 5, 2026

$894M

$891M

n/a

2024

Mar 3, 2025

$788M

$783M

n/a

2023

Mar 1, 2024

$690M

$685M

n/a

2022

Mar 23, 2023

$584M

$576M

n/a

2021

Mar 30, 2022

$651M

$646M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$894M

$788M

13.5%

$584M

15.3%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

UNITED CAPITAL FINANCIAL ADVISORS

May 11, 2021

May 21, 2021

CHAPEL HILL, NC

Team lift out

Ibd to new firm

1.1%