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Atlantic Family Wealth, LLC

● SEC registered since 2022CRD 171062SEC# 801-124705Coral Gables, FL
Export (members)
Reg. AUM
$213.2M
Employees
4
Accounts
581
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 $213.2 million in regulatory assets under management and employs 4 people.
www.atlanticfamilywealth.comView on SEC.gov ↗

Atlantic Family Wealth, LLC owners & executives

1 reported
NameTitleOwnershipSince
Raul Alfonso Isern ControlManaging Member And Chief Compliance OfficerOver 75%2014

Frequently asked questions

How much does Atlantic Family Wealth, LLC manage?

Atlantic Family Wealth, LLC reports $213.2 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

Address6705 S Red Road, Suite 604, Coral Gables, FL 33143
Phone305-222-0977
Fax(786) 219-3900
Office hours9 a.m. To 5 p.m.
SEC regionMiami Regional Office (MIRO)
CIK2012511
Discloses disciplinary historyNo

Assets under management

Discretionary$206.1M
Non-discretionary$7.1M
Total (RAUM)$213.2M