# ATLANTIC FAMILY WEALTH, LLC

ATLANTIC FAMILY WEALTH, LLC of CORAL GABLES, FL is an SEC-registered investment adviser.

## Registration

- CRD: 171062
- Type: SEC-registered investment adviser
- SEC file number: 801-124705
- 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 | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/171062/brochure
- Similar advisers: https://search.stillhousedata.com/firm/171062/similar
- Related entities: https://search.stillhousedata.com/firm/171062/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/171062

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.