ATLANTIC FAMILY WEALTH, LLC
Adviser information for ATLANTIC FAMILY WEALTH, LLC last updated from Form ADV on March 27th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Florida, United States |
Employees
| Total Number of Employees | 4 |
|---|---|
| Investment Advisory/Research | 1 |
| Registered Broker-Dealer Representatives | 2 |
| Registered State Investment Advisers | 1 |
| Licensed Agents of an Insurance Company | 1 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 546 | $184.0M |
| Non-Discretionary | 11 | $5.8M |
| Total | 557 | $189.8M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 149 | $41.8M |
| HNW Individuals | 83 | $142.8M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 3 | $5.0M |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 1 | $160,159 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Portfolio management for individuals and/or small businessesPension consulting servicesSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | % of AUM |
Principal Office
6705 S RED ROADSUITE 604
CORAL GABLES
FL
United States
Monday - Friday, 9 AM TO 5 PM
Tel: 305-222-0977, Fax: (786) 219-3900
Chief Compliance Officer
RAUL ISERN
MANAGING MEMBER
6705 S RED ROAD
SUITE 604
CORAL GABLES
FL
United States
Tel:
(305) 222-0977
Fax:
(786) 219-3900
R*********@******M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| ISERN, RAUL, ALFONSO | Individual | – | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | 05/2014 | > 75% |