Atlantic Wealth Partners, Llc
- Regulatory AUM
- $198M
- Discretionary
- $198M
- Clients
- 307
- Avg AUM / client
- $645K
- Accounts
- 813
- Employees
- 4
AUM over time
Annual snapshots from Form ADV filings · as of Jun 29, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 80 | $2.8M | 1.39% |
| High net worth individuals | 227 | $195M | 98.6% |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Stephen Thomas Olson | Chief Compliance Officer | CFP | Oct 2017 (9y) | Less than 5% |
| Tad Michael Sacheck | Registered representative | Nov 2018 (8y) | ||
| Anthony Jason Vernale | Registered representative | CFA | Oct 2021 (5y) | |
| Dylan J Walker | Registered representative | Jun 2024 (2y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Olson Wmg, Llc | Member | Oct 2017 | A | 75% or more |
| Sto Sd Descendants, Llc | Owner | Oct 2023 | B | ≈ 56.25% – 100% via Olson Wmg, Llc |
| 2022 Sd Sto Descendants Trust Dated 12/30/2022 | Owner | Oct 2023 | B | ≈ 42.19% – 100% via Sto Sd Descendants, Llc |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Sto Sd Descendants, Llc: 75% – 100% of Olson Wmg, Llc × 75% – 100% direct ≈ 56.25% – 100% of the firm
- 2022 Sd Sto Descendants Trust Dated 12/30/2022: 75% – 100% of Sto Sd Descendants, Llc × 75% – 100% of Olson Wmg, Llc × 75% – 100% direct ≈ 42.19% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/29/2026 | 1.1 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $170M (86% of AUM) Jun 2026
- Alight Financial Solutions, Llc $17.6M (10% of AUM) Apr 2025
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 29, 2026.
View current Form ADV (SEC/IAPD) ↗