# Chase Wietfeld

> Chase Wietfeld is a fee-only financial advisor at Atlantic in Chapel Hill, North Carolina. Atlantic reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/chase-wietfeld/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Atlantic
- **Based in:** Chapel Hill, North Carolina
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $894.0M across 1,339 accounts
- **Works with:** Founders
- **CRD:** 7358083 (https://adviserinfo.sec.gov/individual/summary/7358083)
- **SEC registration:** Investment adviser representative in NC
- **Exams passed:** Series 63 (2023), Series 65 (2025)
- **Firm size:** 5 employees
- **Disclosures:** None reported
- **Website:** http://www.atlanticpwa.com

## Frequently asked questions

### Is Chase Wietfeld a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Chase holds no broker registration, and Atlantic reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Chase charge for financial advice?

Chase's firm, Atlantic, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Chase Wietfeld based?

Chase Wietfeld is based in Chapel Hill, North Carolina.

### Is Chase Wietfeld registered with the SEC?

Yes. Chase Wietfeld is registered as an investment adviser representative in NC (CRD 7358083), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Atlantic manage?

Atlantic reports $894.0M across 1,339 accounts in assets under management.

### How do I contact Chase Wietfeld?

Through Chase's website, www.atlanticpwa.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7358083): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.atlanticpwa.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.