DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Former SEC-registered adviser

Atlantic Wealth Partners, LLC

Former SEC-registered adviserJupiter, FloridaCRD 289440SEC 801-118353websiteIAPD
Latest filing Jun 29, 2026
First filing on the tape Sep 1, 2017 · 36 filings
SEC status approved since Apr 1, 2020
RAUM
$198M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
100%
$198M individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
4
4 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
0
reported on Schedule D
History
36 filings and snapshots on the tape
RAUM$198M as of Jun 29, 2026
Mar 6, 2018$73.0M then
HNW client RAUM$195M as of Jun 29, 2026
Mar 6, 2018$63.0M then
State-registered IARs (5.B.3)4 as of Jun 29, 2026
Mar 6, 20181 then
Employees (5.A)4 as of Jun 29, 2026
Mar 6, 20181 then
Private funds: no history
RAUM +17% over the last fiscal year-3.0% a year over threeIARs 4 to 4
Practice profile
derived from the filing of Jun 29, 2026; every figure names its basis
RAUM per advisor
$49.5MderivedRAUM over IAPD advisors; not a book size
Clients per advisor
77derivedindividual and HNW clients (5.D) over advisors
Average HNW client
$860,740derivedHNW RAUM over HNW clients
Average account
$243,718derivedRAUM over accounts (5.F.2.f)
Discretionary
100%derivedof RAUM
Institutional
0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
1.0derivedItem 5.A over advisors
Advisors per office
2.0derived2 offices incl. principal (1.F.5)
RAUM growth, one year
+17%derivedbetween the last two annual amendments
Advisor growth, one year
+0.0%derivedItem 5.B.3 between annual amendments
Client growth, one year
+9.3%derived
Compensation
percentage of assetsreportedItem 5.E
Advisory activities
financial planning, portfolio management for individuals, pension consulting, selection of other advisersreportedItem 5.G
Custody
$505,552, 2 clientsreportedItem 9.A
Ownership
no PE, bank or public-company owner found on Schedule Aderived
Advisor book size
not public; not estimatedreported
Also answered yes on Form ADV
  • buys or sells securities as principal to or from clients (8.A.2)
  • has discretionary authority over which securities are bought or sold (8.C.1)
  • receives research or other products from a broker-dealer, soft dollars (8.E)
  • compensates persons for client referrals (8.G.1)
  • compensates non-employees for client referrals (8.G.2)
  • has custody of client cash or bank accounts (9.A.1.a)
  • a related person has custody of client cash (9.B.1.a)
  • a related person has custody of client securities (9.B.1.b)
  • marketing includes testimonials (5.L.1.c)
Where the RAUM sits
Form ADV Item 5.D, latest filing
  • High-net-worth individuals$195M99%
  • Individuals$2.8M1.4%
Individual clients
80reported
HNW clients
227reported
Pension plan clients
0reported
Charitable clients
0reported
Accounts
813reported
Financial planning clients
0reported
Wrap fee programs
noreported
Custody of client assets
$505,552 for 2 clientsreported
Compensation
% of AUMreported
Class basis
absent from the latest SEC rosterderived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
3 left, 0 joined in 12 months
net -3 in 12 months3 left in 90 days0 joined in 90 days4 left over 36 months
Left, latest
Joined, latest
Every departureEvery arrival
Teams: two or more advisors moving together within fourteen days, from one state
  • 3 left for Mariner
    Jul 28, 2026 · North Palm Beach, Fl · Firm absorbed
    Teams outTeams in
    Private funds
    No private fund reported.
    Owners and control persons
    Schedule A and B, latest filing
    • Thomas Stephen Olson · Chief Compliance Officercontrol
      since 10/2017 · owns less than 5%
    • Thomas Stephen Olson · Managercontrol
      since 03/2022 · owns F of Sto Sd Descendants, LLC
    Entity owners
    • Olson Wmg, LLC · Member
      direct · owns 75% or more
    • 2022 Sd Sto Descendants Trust Dated 12/30/2022 · Owner
      indirect · owns 75% or more of Sto Sd Descendants, LLC
    • Sto Sd Descendants, LLC · Owner
      indirect · owns 75% or more of Olson Wmg, LLC
    Related persons
    Schedule D 7.A
    • Awp Insurance, LLC
      real estaten
    • Awp Re Fund Gp, L.L.C.
      pooled vehicle sponsorn
    Advisers that list Atlantic Wealth Partners, LLC as a related person
    Office movement
    IAPD branch city; joins and departures in 12 months
    OfficeAdvisorsJoinedLeftTeams outForming
    North Palm Beach, Fl003
    Offices
    Schedule D 1.F, the 25 largest
    • West Palm Beach, FL1 employees
    What changed
    consecutive filings, newest first
    • Individual clients · 74 to 80
      Apr 2, 2025 to Mar 31, 2026
    • Accounts · 951 to 813
      Apr 2, 2025 to Mar 31, 2026
    • Advisory employees · 3 to 4
      Apr 2, 2025 to Mar 31, 2026
    • HNW clients · 207 to 227
      Apr 2, 2025 to Mar 31, 2026
    • Assets in custody · unset to 505552.0
      Apr 2, 2025 to Mar 31, 2026
    • Custody of client assets · false to true
      Apr 2, 2025 to Mar 31, 2026
    • Discretionary RAUM · $169M to $198M
      Apr 2, 2025 to Mar 31, 2026
    • HNW RAUM · $167M to $195M
      Apr 2, 2025 to Mar 31, 2026
    • Individual RAUM · $2.4M to $2.8M
      Apr 2, 2025 to Mar 31, 2026
    • RAUM · $169M to $198M
      Apr 2, 2025 to Mar 31, 2026
    • Accounts · 2,067 to 951
      Jan 9, 2025 to Apr 2, 2025
    • HNW clients · 293 to 207
      Jan 9, 2025 to Apr 2, 2025
    • Individual clients · 111 to 74
      Jan 9, 2025 to Apr 2, 2025
    • Assets in custody · 3382726.0 to unset
      Jan 9, 2025 to Apr 2, 2025
    • Custody of client assets · true to false
      Jan 9, 2025 to Apr 2, 2025
    • Employees · 3 to 4
      Jan 9, 2025 to Apr 2, 2025
    • Financial planning clients · 0 to 0
      Jan 9, 2025 to Apr 2, 2025
    • State-registered IARs · 3 to 4
      Jan 9, 2025 to Apr 2, 2025
    • Discretionary RAUM · $228M to $169M
      Jan 9, 2025 to Apr 2, 2025
    • HNW RAUM · $223M to $167M
      Jan 9, 2025 to Apr 2, 2025
    • Individual RAUM · $4.6M to $2.4M
      Jan 9, 2025 to Apr 2, 2025
    • RAUM · $228M to $169M
      Jan 9, 2025 to Apr 2, 2025
    • Advisory employees · 4 to 3
      Mar 28, 2024 to May 21, 2024
    • Employees · 4 to 3
      Mar 28, 2024 to May 21, 2024
    • State-registered IARs · 4 to 3
      Mar 28, 2024 to May 21, 2024
    • Accounts · 1,241 to 2,067
      Mar 29, 2023 to Mar 28, 2024
    • HNW clients · 270 to 293
      Mar 29, 2023 to Mar 28, 2024
    • Individual clients · 97 to 111
      Mar 29, 2023 to Mar 28, 2024
    • Assets in custody · unset to 3382726.0
      Mar 29, 2023 to Mar 28, 2024
    • Custody of client assets · false to true
      Mar 29, 2023 to Mar 28, 2024
    • Employees · 5 to 4
      Mar 29, 2023 to Mar 28, 2024
    • Other offices · 0 to 1
      Mar 29, 2023 to Mar 28, 2024
    • Discretionary RAUM · $191M to $228M
      Mar 29, 2023 to Mar 28, 2024
    • HNW RAUM · $204M to $223M
      Mar 29, 2023 to Mar 28, 2024
    • Individual RAUM · $13.4M to $4.6M
      Mar 29, 2023 to Mar 28, 2024
    • Non-discretionary RAUM · $26.5M to $0
      Mar 29, 2023 to Mar 28, 2024
    • RAUM · $217M to $228M
      Mar 29, 2023 to Mar 28, 2024
    • Related insurance company · true to false
      Mar 29, 2023 to Mar 28, 2024
    • Accounts · 892 to 1,241
      Dec 9, 2022 to Mar 29, 2023
    • HNW clients · 243 to 270
      Dec 9, 2022 to Mar 29, 2023
    Signals
    9 dated events
    • Atlantic Wealth Partners, Llc no longer on the SEC adviser roster (last listed 2026-07-01, RAUM $198.1M)
      Aug 3, 2026 · Left the SEC roster · derived
    • Anthony Jason Vernale left Atlantic Wealth Partners, Llc for Mariner (registered 2026-07-23)
      Jul 28, 2026 · Advisor changed firm · fact
    • Dylan J Walker left Atlantic Wealth Partners, Llc for Mariner (registered 2026-07-17)
      Jul 28, 2026 · Advisor changed firm · fact
    • Tad Michael Sacheck left Atlantic Wealth Partners, Llc for Mariner (registered 2026-07-21)
      Jul 28, 2026 · Advisor changed firm · fact
    • Atlantic Wealth Partners, LLC's advisors moved to Mariner (North Palm Beach, FL): 3 of 3 registered, on the same day
      Jul 28, 2026 · Firm absorbed (people side) · derived
    • Greggory William Brant left Atlantic Wealth Partners, Llc for Sowell Management (registered 2025-01-01)
      May 16, 2024 · Advisor changed firm · fact
    • Kyle Austin Knopp left Atlantic Wealth Partners, Llc for Bluewater Asset Management (registered 2024-04-16)
      Dec 6, 2022 · Advisor changed firm · fact
    • Atlantic Wealth Partners, Llc reported RAUM $269.0M, up 74% from $154.4M (2022-01-18 to 2022-03-31)
      Mar 31, 2022 · RAUM change · derived
    • Atlantic Wealth Partners, Llc filed its initial SEC registration (Form ADV)
      Sep 1, 2017 · First SEC registration · fact
    Across DFX
    shared identifiers only, never a name match
    No identifier-backed link to the venture, private equity, family office or sponsor graphs.
    Provenance
    Form ADV
    SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
    Advisors
    IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
    Class
    Former SEC-registered adviserderiveda rule over Items 5.D and 7.A
    RAUM per advisor
    n/aderivedfirm RAUM over the IAPD count; not a book size
    Loaded
    Sep 14, 2026