Atlantic Private Wealth Revenue

Financial Services • Chapel Hill, North Carolina, United States • 1-10 Employees

Atlantic Private Wealth revenue & valuation

Annual revenue	$513,330
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$1,700,000
Total funding	No funding

Key Contact at Atlantic Private Wealth

Andrew Blass

Owner | Adviser

Company overview

Headquarters	308 W Rosemary St, Suite 301, Chapel Hill, North Carolina 27516, US
Phone number	+19199682977
Website	atlanticpwa.com
NAICS	52
Founded	2021
Employees	1-10
Socials

Atlantic Private Wealth Email Formats

Atlantic Private Wealth uses 2 email formats. The most common is {first initial} (e.g., j@atlanticpwa.com), used 80% of the time.

Format	Example	Percentage
{first initial}	j@atlanticpwa.com	80%
{first name}	john@atlanticpwa.com	20%

About Atlantic Private Wealth

Atlantic (formerly PRI) is an Independent SEC Registered Investment Advisor specializing in financial advice, investment management, retirement plan design, insurance and options trading. Founded by math professor Dr. Josef Blass, the firm began with a mission to bring academic style research to the financial marketplace. Since 2002 Atlantic has been led by Andrew Blass who continues that tradition and has since expanded Atlantic to financial planning, advice and insurance. Clients of Atlantic can expect boutique level service from a team dedicated to fiduciary obligation, showing you what’s possible and helping you get there.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Entry

Manager

Founder/Owner

Employees by Department

Atlantic Private Wealth has 3 employees across 2 departments.

Departments

Number of employees

Funding Data

Atlantic Private Wealth has never raised funding before.

Atlantic Private Wealth Tech Stack

Discover the technologies and tools that power Atlantic Private Wealth's digital infrastructure, from frameworks to analytics platforms.

Lodash

JavaScript libraries

Sentry

Issue trackers

Sirvoy

Appointment scheduling

GoDaddy

Hosting

Wix

Blogs

HTTP/3

Miscellaneous

HSTS

Security

Open Graph

Miscellaneous

React

JavaScript frameworks

Google Cloud

IaaS

Google Cloud CDN

CDN

DocuSign

Miscellaneous

Frequently asked questions

Atlantic Private Wealth is located in Chapel Hill, North Carolina, US.

You can reach Atlantic Private Wealth at +19199682977.

Atlantic Private Wealth generates an estimated annual revenue of $513,330. This revenue figure reflects the company's market position and business performance in its industry.

Atlantic Private Wealth has an estimated valuation of $1,700,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Atlantic Private Wealth was founded in 2021, making it 5 years old. The company has established itself as a significant player in its industry over this time.

Atlantic Private Wealth has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Atlantic Private Wealth

Andrew Blass

Owner | Adviser

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