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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- OakSummit element +more
- Established Date
- 12-07-2017
- Office Locations
- 3
Office Locations
About Atlantic Wealth Partners, LLC
Atlantic Wealth Partners (AWP) is a Jupiter, FL RIA focused on Florida first responders, providing customized retirement, financial, and estate planning aligned to each client’s goals. The team also supports investment planning, risk management, and business-succession needs, implementing portfolios that commonly use ETFs and mutual funds. Custody is held at Charles Schwab.
Team overview
Insights
Asset Classes
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Technology
Owner & Executives
STEPHEN THOMAS OLSON
Chief Compliance Officer, Chief Executive Officer, Partner
- CRD
- #6285609
- Ownership
- Less than 5%
TAD MICHAEL SACHECK
PARTNER, WEALTH ADVISOR
- CRD
- #5782170
- Ownership
- Less than 5%
Value peak
Value meridian
- CRD
- #25574
- Ownership
- 3.4%
Showing 2 of 3 owners & executives
Unlock allContacts
Steve Olson
Founder & Chief Executive Officer
- CRD
- --
Tad Sacheck
Financial Planner
- CRD
- --
North wave
Unison beacon foundation
- CRD
- #21493
Showing 2 of 7 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $198,142,369 | $243,718 |
| Non-Discretionary | $0 | -- |
| Total | $198,142,369 | $243,718 |
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Separately Managed Accounts
Total SMA Asset: $198,142,369
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $924,765,929 | 18.2% |
| Equity - Exchange | $1,392,230,025 | 27.4% |
| Private Funds | $543,681,068 | 10.7% |
| Cash | $1,011,145,164 | 19.9% |
| U.S. Government/Agency | $1,209,309,291 | 23.8% |
| Total | $5,081,131,477 | 100.0% |