Atlantic Wealth Partners LLC Account Type

Atlantic Wealth Partners LLC offers a range of account types tailored to meet the needs of various investors. The primary account types include:

• Individual Accounts: Designed for individual investors looking to manage their personal portfolios.
• Joint Accounts: Suitable for couples or partners who wish to combine their investments.
• Retirement Accounts: Options include 401(k), IRA, Roth IRA, and SEP IRA accounts, allowing for tax-advantaged retirement savings.
• High Net Worth Accounts: Specifically for clients with over $1,000,000 in investable assets, providing personalized wealth management services.

The firm oversees approximately $227.7 million in assets under management across 2,067 accounts, with a significant portion dedicated to high net worth individuals.

Atlantic Wealth Partners LLC Broker Account Opening Process

To open an account with Atlantic Wealth Partners LLC, follow these steps:

• Choose Your Account Type: Determine which type of account best suits your investment goals (individual, joint, retirement, or high net worth).

• Gather Required Documents: Prepare necessary documents, including identification, Social Security number, and financial statements.

• Complete the Application: Fill out the account application form, which can typically be found on their website.

• Submit Your Application: Send your completed application along with any required documentation via fax or mail to Atlantic Wealth Partners LLC.

• Fax: 561-632-0566
• Mail: Atlantic Wealth Partners LLC, 759 Parkway Street, Jupiter, FL 33477

• Initial Deposit: After your application is processed, a representative will contact you with instructions on making your first deposit.

• Account Activation: Once the deposit is made, your account will be activated, and you can begin investing.

By following these steps, you can successfully open an account with Atlantic Wealth Partners LLC and start managing your investments.