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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Timber eagle
- Established Date
- 04-09-2021
- Office Locations
- 1
Office Locations
About Atlantic Private Wealth, LLC
Atlantic Private Wealth, LLC is a Chapel Hill, NC RIA delivering family office-style wealth management: personalized financial planning, tax and estate strategy, and discretionary investment management for families, individuals and entrepreneurs. It also designs and manages 401(k) and defined benefit plans for businesses and tax-exempt institutions, with experience across TIAA-CREF and Fidelity, and uses risk management and options strategies for low-basis concentrated positions.
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Owner & Executives
ANDREW WILLIAM BLASS
FOUNDER, MANAGING DIRECTOR, Owner
- CRD
- #4776709
- Ownership
- 75% or more
Joseph P Acquanita
Financial Advisor, PARTNER, WEALTH ADVISOR
- CRD
- #7312389
- Ownership
- 5% but less than 10%
Harbor radial
North element pathway
- CRD
- #60038
- Ownership
- 8.6%
Showing 2 of 4 owners & executives
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Chase Thomas Wietfeld
--
- CRD
- #7358083
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $890,965,580 | $669,899 |
| Non-Discretionary | $3,008,011 | $334,223 |
| Total | $893,973,591 | $667,643 |
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Separately Managed Accounts
Total SMA Asset: $893,973,591
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,761,736,536 | 27.4% |
| U.S. Government/Agency | $1,022,321,566 | 15.9% |
| Cash | $1,234,501,514 | 19.2% |
| Equity - Exchange | $2,411,135,770 | 37.5% |
| Total | $6,429,695,386 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| OAK PIONEER WAVE | ATLAS GLACIER | E42GZ2WAG | CKJOP | 1.58% | $68,046,341 |
| FUSION PIONEER PRIME | CAPITAL PIONEER | PWDAMH137 | GBB | 6.81% | $5,240,973 |
| OAK MATRIX OAK | INSIGHT NORTH | OJGXXIOBL | VBT | 9.30% | $22,155,622 |
| DELTA ALPHA | FRONTIER CATALYST | 0AXCVU444 | ZAY | 11.67% | $39,481,283 |
| EMBER LEGACY VECTOR | NORTH VITAL | KZ99RFLVP | QVFFV | 10.01% | $7,183,611 |
| ALPHA OPTIMA RADIAL | PEAK FOUNDATION | 1TZCNAHNW | ZCVUB | 10.22% | $113,232,709 |
| MERIDIAN UNISON | RIDGE CREST | USMDQXXC3 | FMRIZ | 4.54% | $16,768,956 |
| VITAL VALUE TIMBER | GLACIER SIGNAL | PK2TLJMFB | TXOL | 10.70% | $28,945,921 |