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Andrew William Blass

Atlantic Private Wealth, LLC

Chapel Hill, NC

CRD 4776709

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Employer firm

Atlantic Private Wealth, LLC CRD 311517

$894M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

Current Employers
Atlantic Private Wealth, Llc

308 West Rosemary Street Suite 301, Chapel Hill, NC 27516 • United States

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2023-07-13
NC RA APPROVED 2021-05-21
TX RA APPROVED 2021-05-21
  • LA RA
    APPROVED
    Since 2023-07-13
  • NC RA
    APPROVED
    Since 2021-05-21
  • TX RA
    APPROVED
    Since 2021-05-21

Branch Locations

308 West Rosemary Street Suite 301, Chapel Hill, NC 27516 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Goldman Sachs Personal Financial Management Newport Beach CA 03/2015 05/2021
Atlantic Private Wealth, Llc Chapel Hill NC 05/2021 Present
  • 03/2015 → 05/2021
    Goldman Sachs Personal Financial Management
    Newport Beach, CA
  • 05/2021 → Present
    Atlantic Private Wealth, Llc
    Chapel Hill, NC
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-01-04
  • S65 Uniform Investment Adviser Law Examination
    2011-01-04

View on SEC IAPD

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Nearby Investors

DENNIS CLEVELAND GREENWAY
JOSEPH BERNARD FOX
CRAIG ALAN SULLIVAN

Nearby Offices

FRANKLIN STREET ADVISORS INC. · CHAPEL HILL, NC
ABSHER WEALTH MANAGEMENT, LLC · CHAPEL HILL, NC
FRANKLIN STREET ADVISORS INC. · CHAPEL HILL, NC

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