Atlantic Private Wealth
Atlantic (formerly PRI) is an Independent SEC Registered Investment Advisor specializing in financial advice, investment management, retirement plan design, insurance and options trading. Founded by math professor Dr. Josef Blass, the firm began with a mission to bring academic style research to the financial marketplace. Since 2002 Atlantic has been led by Andrew Blass who continues that tradition and has since expanded Atlantic to financial planning, advice and insurance. Clients of Atlantic can expect boutique level service from a team dedicated to fiduciary obligation, showing you what’s possible and helping you get there.
7-day free trial · no credit card
Verified contacts
6
available on Kipplo
LinkedIn employees
6
1 to 10 range
Open roles
—
no listings
Distinct roles
4
indexed titles
Tech stack
1
tools in use
Monthly traffic
6
organic / mo
Sign up free to see all 6 verified contacts at Atlantic Private Wealth
Free for 7 days · 50 credits · no card · only pay for verified records.
Decision-makers and verified team members
6 contacts with verified email or phone · masked until revealed.
- CT
Christopher Thomas
Wealth Manager · Finance & Accounting
EmailPhone - CW
Chase Wietfeld
Associate · Finance & Accounting
EmailPhone - WM
William Mann
Associate · Finance & Accounting
EmailPhone - AB
Andrew Blass
Owner Adviser · General Business & Management
EmailPhone - JA
Joey Acquanita
Wealth Manager · Finance & Accounting
EmailPhone
Showing 5 of 6 verified contacts
Top roles at Atlantic Private Wealth
4 distinct titles indexed · top 4 shown.
- 2associate
- 2wealth manager
- 1executive assistant
- 1owner adviser
Sign up to unlock all 6 contacts at Atlantic Private Wealth
Free for 7 days · 50 credits · no card · only pay for verified records.
Sign up to reveal 6 verified contacts at Atlantic Private Wealth
7-day trial · no credit card · cancel anytime · only pay for verified records.
Trusted by sales, marketing, and GTM engineering teams.