Chase Wietfeld
Atlantic · Chapel Hill, North Carolina
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.
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Who they serve
- Founders
Facts
| Firm | Atlantic |
|---|---|
| Based in | Chapel Hill, North Carolina |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $894.0M across 1,339 accounts |
| SEC registration | Investment adviser representative in NC · CRD 7358083 |
| Exams passed | Series 63 (2023) · Series 65 (2025) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.atlanticpwa.com |
How Chase's firm compares
- Atlantic's average account is about $668,000, from its Form ADV (assets managed divided by 1,339 accounts).
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Questions about Chase
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- Atlantic website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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