Tad
Sacheck
Atlantic Wealth Partners, LLC
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About this Advisor
Tad Sacheck is a financial advisor operating out of Jupiter, Florida with 5 years of industry experience. Sacheck currently works for Atlantic Wealth Partners, LLC. Their career trajectory has included roles at Broker'S International Mountain States, Motiv8 Advisors, Motiv8 Investments LLC, Raymond James Financial Services, Inc, Raymond James Financial Services Advisors Inc, Atlantic Wealth Partners, LLC and Prudent Insurance, L.L.C. Sacheck maintains Series 65 and Series 63 licenses, designating them as both a securities agent and an investment advisor representative, and can work in Florida and Texas. Atlantic Wealth Partners, LLC is a financial advisory business based in Jupiter, FL. It has $217 million in assets under management between its 1,241 accounts, placing it among the mid-sized investment advisory firms in the nation by assets under management. Of its 1,241 client accounts, 74% belong to high-net-worth investors who have at least $1 million in investable assets. Atlantic Wealth Partners, LLC performs a wide array of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Financial management fees depend on which services are offered. However, fee types charged by Atlantic Wealth Partners, LLC likely are comprised of any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Atlantic Wealth Partners, LLC Brokerage Details
$217,036,395
5
1,241
$174,888
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Tad Sacheck Work History
Tad has been registered as a financial advisor for 5 years.*
Atlantic Wealth Partners, LLC
Prudent Insurance, L.L.C
Motiv8 Investments LLC
Raymond James Financial Services, Inc
Raymond James Financial Services Advisors Inc
Motiv8 Advisors
Broker'S International Mountain States
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Tad Sacheck to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Atlantic Wealth Partners, LLC
Jupiter, FL
Jupiter, FL
Jupiter, FL
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