Atlantic Family Wealth, LLC
● SEC registered since 2022CRD 171062SEC# 801-124705Coral Gables, FL
Reg. AUM
$210.1M
Employees
4
Accounts
558
Location
Coral Gables, FL
Atlantic Family Wealth, LLC assets under management
Atlantic Family Wealth, LLC operates as an SEC-registered investment adviser based in Coral Gables, FL. The firm has been registered since 2022. It reports $210.1 million in regulatory assets under management and employs 4 people.
Atlantic Family Wealth, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Raul Alfonso Isern Control | Managing Member And Chief Compliance Officer | Over 75% | 2014 |
Frequently asked questions
How much does Atlantic Family Wealth, LLC manage?
Atlantic Family Wealth, LLC reports $210.1 million in regulatory assets under management on its Form ADV.
How many employees does Atlantic Family Wealth, LLC have?
Atlantic Family Wealth, LLC reports 4 employees.
Where is Atlantic Family Wealth, LLC located?
Atlantic Family Wealth, LLC is based in Coral Gables, FL and has been SEC-registered since 2022.
Does Atlantic Family Wealth, LLC disclose fund performance?
Atlantic Family Wealth, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 6705 S Red Road, Suite 604, Coral Gables, FL 33143 |
| Phone | 305-222-0977 |
| Fax | (786) 219-3900 |
| Office hours | 9 a.m. To 5 p.m. |
| SEC region | Miami Regional Office (MIRO) |
| CIK | 2012511 |
| Discloses disciplinary history | No |
Regulatory AUM
$210.1M▼ 1%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 73%
Larger than 27% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$210.1Mregulatory AUM
Discretionary $202MNon-discretionary $8.1M