Chase T. Wietfeld

ATLANTIC PRIVATE WEALTH

Chapel Hill, NC 27516

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CRD#: 7358083

Professional summary

Chase Thomas Wietfeld is a registered financial advisor currently at ATLANTIC PRIVATE WEALTH, LLC located in Chapel Hill, North Carolina.

Chase is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Chase has worked at 2 firms and has passed the Series 65, Series 63, Series 52TO, SIE and Series 53 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Chase Thomas Wietfeld's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

October 22, 2025 - Present

ATLANTIC PRIVATE WEALTH, LLC

Office #1: 308 West Rosemary Street Suite 301, Chapel Hill, NC 27516

RIA

CRD#: 311517

Chapel Hill, NC

Past

November 30, 2021 - July 8, 2024

D.A. DAVIDSON & CO.

CRD#: 199

OMAHA, NE

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

ATLANTIC PRIVATE WEALTH, LLC

ATLANTIC PRIVATE WEALTH, LLC | COHORT ADVISORS, LLC

CRD#: 311517 / SEC#: 801-120757

RIA

Registered Investment Advisory firm - (4/9/2021 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

North Carolina
(10/22/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 10/22/2025

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 6/20/2023

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 52TO

Date: 11/30/2021

Municipal Securities Representative Examination

General Industry/Product Exam

SIE

Date: 8/2/2021

Securities Industry Essentials Examination

Principal/Supervisory Exam

Series 53

Date: 10/31/2023

Municipal Securities Principal Examination

Current Firm

ATLANTIC PRIVATE WEALTH, LLC

ATLANTIC PRIVATE WEALTH, LLC | COHORT ADVISORS, LLC

CRD#: 311517 / SEC#: 801-120757

RIA

Registered Investment Advisory firm - (4/9/2021 Approved)

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Contact information

Main Address

308 West Rosemary Street Suite 301, Chapel Hill, NC 27516

Mailing Address

Phone number

(919) 968-2977

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (12 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A - MAR 2022 (3/3/2025)

Regulatory assets under management

Total Number of Accounts	1,292
AUM (Assets Under Management)	$ 787,661,112

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Chase T. Wietfeld

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Chase Thomas Wietfeld's CRS (Customer Relationship Summary).

Certified licenses

Experience

D.A. DAVIDSON & CO.

Primary Firm SEC Registration

ATLANTIC PRIVATE WEALTH, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 10/22/2025

Series 63

Date: 6/20/2023

Series 52TO

Date: 11/30/2021

SIE

Date: 8/2/2021

Series 53

Date: 10/31/2023

Current Firm

ATLANTIC PRIVATE WEALTH, LLC

Contact information

SEC notice filing (12 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ATLANTIC PRIVATE WEALTH, LLC

TRUST BUT VERIFY

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