ATLANTIC FAMILY WEALTH, LLC
ATLANTIC FAMILY WEALTH, LLC of CORAL GABLES, FL is an SEC-registered investment adviser (CRD 171062). Regulatory assets under management: $210.1M.
Registration
- CRD: 171062
- SEC file number: 801-124705
- Type: Registered investment adviser
- Location: 6705 S RED ROAD, SUITE 604, CORAL GABLES, FL, 33143
- Phone: 305-222-0977
- Latest filing: 2026-03-20
- Regulatory AUM: $210.1M
- Discretionary AUM: $202.0M
- Non-discretionary AUM: $8.1M
- Clients: 4
- Accounts: 558
Business model
Compensation: % of AUM.
Clients served: High net worth, Pensions, Charities.
Officers, owners & control persons (2)
| Name | Role | Location |
|---|
| Raul Alfonso Isern | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | — |
| ISERN RAUL ALFONSO | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | — |
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