Skip to content

Xavier Volatier

Investment adviser representative at Transatlantique Private Wealth LLC
17 yearsExperience
3 statesRegistered in
$878.8MFirm assets
10 yearsFirm in business

Are you Xavier Volatier? Claim your profile

How the firm charges

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

Percentage of assets

Services the firm offers

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

  • Portfolio management

Experience

17 years in the industry.

  1. Transatlantique Private Wealth LLCJun 2017 to now
  2. Cic LbDec 2009 to May 2017

Exams passed

  • Series 65 · Uniform Investment Adviser Law2017

State registrations

Registered as an investment adviser representative in 3 states (CA, NY, TX).

Transatlantique Private Wealth LLC

$878.8MAssets managed
411Clients
11Advisers
10 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
6818692
Firm CRD
169820
Advisor's SEC record (opens in a new tab)
CallContact this firm