ATLANTIC FAMILY WEALTH, LLC
CRD #171062 SEC #801-124705 CORAL GABLES, FL 305-222-0977
SEC Registered
Total AUM
$213.2M
Discretionary
$206.1M
Employees
4
Clients
--
Accounts
581
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Florida
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- May 15, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| ISERN, RAUL, ALFONSO | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| ISERN, RAUL, ALFONSO | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| ISERN, RAUL, ALFONSO | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| ISERN, RAUL, ALFONSO | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| ISERN, RAUL, ALFONSO | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| ISERN, RAUL, ALFONSO | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| ISERN, RAUL, ALFONSO | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| ISERN, RAUL, ALFONSO | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
May 15, 2025 REGISTERED
Notice Filings (2)
FL TX
Address
6705 S RED ROADSUITE 604
CORAL GABLES, FL 33143
United States
Phone: 305-222-0977