Chase Thomas Wietfeld
Investment adviser representative at Atlantic Private Wealth, LLC
10 yearsExperience
1 stateRegistered 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
10 years in the industry.
- Atlantic Private Wealth, LLCAug 2024 to now
- D.A. DavidsonMar 2021 to Jul 2024
- Mutual of OmahaAug 2019 to Mar 2021
- Rochford ConstructionFeb 2019 to Aug 2019
- Attorney General's Office of the State of NebraskaOct 2018 to Jan 2019
- HudlAug 2017 to Oct 2018
- The BarJun 2017 to Jan 2019
- Platte Valley BankMay 2017 to Aug 2017
- Farm Bureau Financial ServicesDec 2016 to May 2017
- University of Nebraska-lincolnJan 2016 to Dec 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (NC).
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
- 7358083
- Firm CRD
- 311517