Atlantic Family Wealth, LLC
Atlantic Family Wealth, LLC is an SEC-registered mass-market adviser in Coral Gables, FL with $210.1M assets under management (AUM, regulatory AUM), -1% over one year. See who owns Atlantic Family Wealth, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 171062, SEC 801-124705, data through 2026-03-20.
- AUM (assets under management / regulatory AUM)
- $210.1M (2026-03-20)
- Firm type
- Mass-Market Adviser
- Location
- Coral Gables, FL
- Employees
- 4
- Clients
- 251
- CRD
- 171062
- Ownership
- ISERN, RAUL, ALFONSO
How much AUM does Atlantic Family Wealth, LLC have?
Atlantic Family Wealth, LLC reported $210.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-20).
Who owns Atlantic Family Wealth, LLC?
Disclosed owners and executives of Atlantic Family Wealth, LLC include ISERN, RAUL, ALFONSO. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.