Insights

Boutique Service Model Atlantic Wealth Management emphasizes personalized, high-touch client relationships, presenting an opportunity to introduce tailored financial technology solutions that enhance client engagement and streamline personalized service delivery.

Growth Potential With an annual revenue estimated between 1 million and 10 million and a small team, there is significant scope for scalable financial advisory tools aimed at expanding client base and increasing operational efficiency.

Technology Stack Utilizing tools like Google Analytics, Webpack, and FMG Suite indicates an openness to digital marketing and client communication platforms, suggesting a potential market for advanced CRM, marketing automation, or cybersecurity solutions.

Regulatory Relationships As part of Commonwealth Financial Network, Atlantic Wealth Management adheres to strict compliance standards, creating opportunities for compliance management software, secure transaction platforms, and regulatory technology providers.

Market Comparison Positioning alongside large firms such as Fidelity and Charles Schwab highlights a competitive landscape where high-quality, personalized advisory technology and client retention solutions could offer differentiating advantages.

Atlantic Wealth Management, LLC Tech Stack

Atlantic Wealth Management, LLC uses 8 technology products and services including Varnish, Open Graph, FMG Suite, and more. Explore Atlantic Wealth Management, LLC's tech stack below.

  • Varnish
    Caching
  • Open Graph
    Content Management System
  • FMG Suite
    Content Marketing
  • Webpack
    Development
  • CodeMirror
    Editors
  • Font Awesome
    Font Scripts
  • reCAPTCHA
    Security
  • Google Analytics
    Web Analytics

Media & News

Atlantic Wealth Management, LLC's Email Address Formats

Atlantic Wealth Management, LLC uses at least 1 format(s):
Atlantic Wealth Management, LLC Email FormatsExamplePercentage
First@myatlanticwealth.comJohn@myatlanticwealth.com
33%
Last@myatlanticwealth.comDoe@myatlanticwealth.com
17%
First@myatlanticwealth.comJohn@myatlanticwealth.com
33%
Last@myatlanticwealth.comDoe@myatlanticwealth.com
17%

Frequently Asked Questions

What is Atlantic Wealth Management, LLC's phone number?

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You can contact Atlantic Wealth Management, LLC's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Atlantic Wealth Management, LLC's official website and social media links?

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Atlantic Wealth Management, LLC's official website is myatlanticwealth.com and has social profiles on LinkedIn.

What is Atlantic Wealth Management, LLC's NAICS code?

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Atlantic Wealth Management, LLC's NAICS code is 52 - Finance and Insurance.

How many employees does Atlantic Wealth Management, LLC have currently?

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As of December 2025, Atlantic Wealth Management, LLC has approximately 4 employees across 1 continents, including North America. Key team members include Managing Partner, Financial Advisor: G. P.Senior Paraplanner- Relationship Manager: T. G. C.Senior Paraplanner- Relationship Manager: T. G.. Explore Atlantic Wealth Management, LLC's employee directory with LeadIQ.

What industry does Atlantic Wealth Management, LLC belong to?

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Atlantic Wealth Management, LLC operates in the Financial Services industry.

What technology does Atlantic Wealth Management, LLC use?

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Atlantic Wealth Management, LLC's tech stack includes VarnishOpen GraphFMG SuiteWebpackCodeMirrorFont AwesomereCAPTCHAGoogle Analytics.

What is Atlantic Wealth Management, LLC's email format?

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Atlantic Wealth Management, LLC's email format typically follows the pattern of First@myatlanticwealth.com. Find more Atlantic Wealth Management, LLC email formats with LeadIQ.

When was Atlantic Wealth Management, LLC founded?

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Atlantic Wealth Management, LLC was founded in 2014.

Atlantic Wealth Management, LLC

Financial ServicesNorth Carolina, United States2-10 Employees

Atlantic Wealth Management, LLC, is an independent, full-service investment firm focused intently on the growth and protection of our clients’ hard-earned wealth.

We value lifelong relationships while providing the highest level of personal service and intimacy one would expect from a boutique financial services firm. By first understanding what is truly most important to each of our clients and his or her family, we can then develop a plan designed to last for generations.

Our advice and counsel is built on a foundation of faith, shared values, open communication, and the highest integrity. We invite you to come experience the warmth and world-class service available at Atlantic Wealth Management. Our goal is to be your most trusted financial advisor.

Contact Us:
712 Bridges Street
Morehead City, NC 28557
(252) 515.7800 ph.
(252) 565.0083 fx.




Securities and advisory services offered through Commonwealth Financial Network®, member  www.FINRA.org / www.SIPC.org, a Registered Investment Adviser. Atlantic Wealth Management, LLC, 712 Bridges Street, Morehead City, NC 28557, (252) 515-7800. The Financial Advisors associated with this profile may only discuss or transact business with residents of states in which they are properly registered. Please check FINRA’s Broker Check for a list of current registrations. Review our Terms of Use: www.commonwealth.com/termsofuse.html.

Section iconCompany Overview

Phone number
NAICS Code
52 - Finance and Insurance
Founded
2014
Employees
2-10

Section iconMedia & News

Section iconFunding & Financials

  • $1M$10M

    Atlantic Wealth Management, LLC's revenue is estimated to be in the range of $1M$10M

Section iconFunding & Financials

  • $1M$10M

    Atlantic Wealth Management, LLC's revenue is estimated to be in the range of $1M$10M

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