ATLANTIC EDGE PRIVATE WEALTH MANAGEMENT, LLC
DBA: ATLANTIC EDGE PRIVATE WEALTH MANAGEMENT
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $604.3M |
| Discretionary | $600.3M99% of AUM |
| Non-Discretionary | $4.0M |
| Client Accounts | 907 |
| Avg Account Size | $666K |
| Employees | 6 |
| Peak AUM | $604.3MMar 2026 |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $604M | +12.9% | — | — | |
| Discretionary AUM | $600M | ||||
Key Metrics
| Total AUM | $604.3M |
| Discretionary | $600.3M |
| Employees | 6 |
| Client Accounts | 907 |
| Client Range | 26-50 |
Contact & Location
Phone
904-784-3343
Filing History
10 ADV Part 1 submissions
Fee Structure
% of AUMHourly
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$600M
99.3% of AUM
Non-Discretionary
$4M
0.7% of AUM
Disc. mix ▲ 0.4pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Corporations
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Structure
No related registrations reported