Chase Thomas Wietfeld

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2021 → 07/2024
  D.A. Davidson
  Durham, NC
• 08/2019 → 03/2021
  Mutual Of Omaha
  Omaha, NE
• 02/2019 → 08/2019
  Rochford Construction
  Torrance, CA
• 10/2018 → 01/2019
  Attorney General's Office Of The State Of Nebraska
  Lincoln, NE
• 08/2017 → 10/2018
  Hudl
  Lincoln, NE
• 06/2017 → 01/2019
  The Bar
  Lincoln, NE
• 05/2017 → 08/2017
  Platte Valley Bank
  North Bend, NE
• 12/2016 → 05/2017
  Farm Bureau Financial Services
  Lincoln, NE
• 01/2016 → 12/2018
  University Of Nebraska-Lincoln
  Lincoln, NE
• 08/2024 → Present
  Atlantic Private Wealth
  Chapel Hill, NC

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-10-22
• S63 Uniform Securities Agent State Law Examination
  2023-06-20