Andrew William Blass
Investment adviser representative at Atlantic Private Wealth, LLC
11 yearsExperience
3 statesRegistered in
$894MFirm assets
5 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Atlantic Private Wealth, LLCMay 2021 to now
- Goldman Sachs Personal Financial ManagementMar 2015 to May 2021
Exams passed
- Series 65 · Uniform Investment Adviser Law2011
State registrations
Registered as an investment adviser representative in 3 states (LA, NC, TX).
Atlantic Private Wealth, LLC
$894MAssets managed
208Clients
4Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4776709
- Firm CRD
- 311517