Joseph Acquanita
Atlantic · Chapel Hill, North Carolina
Joseph Acquanita is a fee-only financial advisor at Atlantic in Chapel Hill, North Carolina, who holds the CFP credential. 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 |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NC · CRD 7312389 |
| Exams passed | Series 66 (2020) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.atlanticpwa.com |
How Joseph'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 Joseph
Is Joseph Acquanita a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Joseph 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 Joseph charge for financial advice?
Joseph's firm, Atlantic, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Joseph Acquanita based?
Joseph Acquanita is based in Chapel Hill, North Carolina.
What credentials does Joseph Acquanita hold?
Joseph Acquanita holds the CFP credential.
Is Joseph Acquanita registered with the SEC?
Yes. Joseph Acquanita is registered as an investment adviser representative in NC (CRD 7312389), 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 Joseph Acquanita?
Through Joseph'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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