CRD: 281680
Atlantic Retirement & Wealth Advisors LLC
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- Custodian
- BNY Mellon · Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail
- Platforms
- VitalElement
- Established Date
- 10-15-2015
- Office Locations
- 1
Office Locations
About Atlantic Retirement & Wealth Advisors LLC
Atlantic Retirement & Wealth Advisors is a South Carolina-based fiduciary RIA serving individuals, multi-generational families, and retirement plan sponsors. The firm pairs financial planning and budgeting with disciplined, risk-profiled global portfolio management and investment due diligence, and will provide second-opinion reviews. For plans, it supports fund oversight, participant education, fiduciary guidance, and vendor coordination. Client assets are held with a third-party custodian (Charles Schwab).
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Owner & Executives
PATRICK JAMES SHEPPARD
Chief Compliance Officer, Financial Advisor, PRINCIPAL
- CRD
- #1779929
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $44,908,411 | -- |
| Non-Discretionary | $0 | -- |
| Total | $44,908,411 | -- |
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Separately Managed Accounts
Total SMA Asset: $44,908,411
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,698,129,583 | 23.6% |
| Public Funds | $590,028,075 | 8.2% |
| Municipal Bonds | $1,870,820,727 | 26.0% |
| Corporate - Investment Grade | $1,827,647,941 | 25.4% |
| Cash | $1,208,838,009 | 16.8% |
| Total | $7,195,464,335 | 100.0% |