CRD: 327354
Atlantic Edge Private Wealth Management
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 09-15-2023
- Office Locations
- 1
Office Locations
About Atlantic Edge Private Wealth Management
Atlantic Edge Private Wealth Management is a Jacksonville-based, fee-only fiduciary firm serving high-net-worth families nationwide. The team (including CFA charterholders and CFP professionals) provides strategic investment management, goal-oriented financial planning, and a family-office style approach coordinating with clients’ CPAs and estate attorneys. It also offers second-opinion portfolio analysis and physician wealth management.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
Jeffery T Albaneze
INVESTMENT ADVISOR REPRESENTATIVE, Managing Member
- CRD
- #6674627
- Ownership
- 25% but less than 50%
MATTHEW BOYD COCHRAN
Chief Compliance Officer, INVESTMENT ADVISOR REPRESENTATIVE, Managing Director, Managing Member
- CRD
- #5007977
- Ownership
- 25% but less than 50%
Showing 2 of 3 owners & executives
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ETHAN JOHN CALDARELLI
--
- CRD
- #7492976
ROBERT EUGENE FILOSA
--
- CRD
- #7160306
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $600,310,179 | $682,171 |
| Non-Discretionary | $3,951,955 | $146,369 |
| Total | $604,262,134 | $666,221 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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