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ATLANTIC FAMILY WEALTH, LLC
CRD 171062 · SEC 801-124705
6705 S RED ROAD, SUITE 604, CORAL GABLES, FL, 33143, United States
Phone
305-222-0977
Fax
(786) 219-3900
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$210.1M
Discretionary AUM
$202.0M
Team
4 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-20
Disciplinary history
No
Services
Portfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 103 | $31.2M |
| High net worth individuals | 137 | $145.5M |
| Pension/profit sharing plans | 6 | $12.7M |
| Charitable organizations | 1 | $1.1M |
| Corporations/business entities | 4 | $19.6M |
States served
TX, FL
All web addresses on file
Official SEC filing: View on IAPD