Atlantic Edge Private Wealth Management, LLC
Atlantic Edge Private Wealth Management, LLC is an SEC-registered investment adviser headquartered in Jacksonville, Florida. The firm was founded in 2023 and operates as a fee-only wealth management company, specializing in providing investment advisory and financial planning services primarily to high-net-worth individuals and families on a national scale. The team is composed of multiple professionals including CFA charterholders and CFP certified advisors, with a focus on delivering a family-office style, highly personalized experience that coordinates investment, tax, and estate planning. They currently serve approximately 274 clients with a reported employee count of 5 advisors, consistent with boutique-sized wealth management firms.
Investment Strategy
Atlantic Edge Private Wealth Management employs a strategic and tactical investment management philosophy, utilizing both passive and active approaches as managed by three CFA charterholders. The firm emphasizes the careful and calculated selection of investments tailored to each client's needs, aiming to grow and protect wealth while coordinating portfolios with clients’ unique financial, tax, and estate situations. Their approach is fiduciary, fee-only, and highly personalized, focusing on maximizing wealth while providing clarity, confidence, and convenience through regular communication and strategic alignment with client goals.
Top Holdings
Equity Positions (502)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IEFA | ISHARES TR | 6.28% | $22.9M | 274,350 | $71.77 | $83.48 | +$2.1M |
M MINT | PIMCO ETF TR | 4.78% | $17.4M | 173,554 | $100.03 | $100.54 | +$3.1M |
I IJH | ISHARES TR | 4.76% | $17.4M | 279,893 | $56.83 | $62.02 | -$2.9M |
J JAAA | JANUS DETROIT STR TR | 4.28% | $15.6M | 307,937 | $50.75 | $50.75 | +$15.6M |
I IVV | ISHARES TR | 3.79% | $13.8M | 22,265 | $523.73 | $620.90 | +$4.6M |
Options Positions (2)
| Ticker | Security | Action | Type | Notional Value | Contracts | Underlying Price | Premium Paid | Change (Contracts) | Change (Value) |
|---|---|---|---|---|---|---|---|---|---|
N NFLX | NETFLIX INC | New | Put | $401.7K | 3 | $1339.13 | $1339.13 | +3 | +$401.7K |
N NVDA | NVIDIA CORPORATION | Bought | Put | $110.6K | 7 | $157.99 | $157.99 | +7 | +$110.6K |