Investment adviser · CRD 171062
ATLANTIC FAMILY WEALTH, LLC
Investment adviser filing (IA)
CORAL GABLES, FL, United States · Form ADV filed Mar 20, 2026
- Regulatory AUM
- $210M Form ADV · Item 5.F
- Client accounts
- 558 Accounts, not individual clients
- Employees
- 4 Reported in this filing
- Advisory professionals
- 1 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 137 | $145,525,052 | 69.3% |
| Individuals | 103 | $31,223,518 | 14.9% |
| Corporations & businesses | 4 | $19,584,486 | 9.3% |
| Retirement plans | 6 | $12,663,802 | 6.0% |
| Charities | 1 | $1,126,934 | 0.5% |
Filing source
Form ADV 2067714 · Mar 20, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 20, 2026. View historical filings
Reported services
Individual portfolio management · Pension consulting · Selection of other advisers
Compensation
Percentage of assets
Principal office
6705 S RED ROAD, SUITE 604CORAL GABLES, FL, 33143, United States
CRD 171062
Filing source
Form ADV 2067714 · Mar 20, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.