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Matthew Boyd Cochran

Investment adviser representative at Atlantic Edge Private Wealth Management
15 yearsExperience
1 stateRegistered in
CFADesignation
$604.3MFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourly

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

15 years in the industry.

  1. Atlantic Edge Private Wealth Management, LLCSep 2023 to now
  2. Bdo Wealth Advisors, LLCApr 2017 to now
  3. Lba Wealth ManagementJan 2011 to May 2017

Designations

  • CFA

Exams passed

  • Series 66 · Uniform Combined State Law2005

State registrations

Registered as an investment adviser representative in 1 state (FL).

Atlantic Edge Private Wealth Management

Legal name: Atlantic Edge Private Wealth Management, LLC

$604.3MAssets managed
287Clients
5Advisers
3 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
5007977
Firm CRD
327354
Advisor's SEC record (opens in a new tab)
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