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
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2025 | $213.2M | $206.1M | $7.1M | 4 | 0 |
| Mar 2025 | $213.2M | $206.1M | $7.1M | 4 | 0 |
| Mar 2024 | $189.8M | $184M | $5.8M | 4 | 0 |
| Mar 2023 | $135.1M | $130.3M | $4.8M | 3 | 0 |
| Jul 2022 | $147.4M | $143.5M | $3.9M | 3 | 0 |
| Apr 2022 | $147.4M | $143.5M | $3.9M | 3 | 0 |
| Apr 2022 | $147.4M | $143.5M | $3.9M | 3 | 0 |
| Mar 2022 | $147.4M | $143.5M | $3.9M | 3 | 0 |
DateMay 2025
Total AUM$213.2M
Discretionary$206.1M
Non-Disc.$7.1M
Employees4
Clients0
DateMar 2025
Total AUM$213.2M
Discretionary$206.1M
Non-Disc.$7.1M
Employees4
Clients0
DateMar 2024
Total AUM$189.8M
Discretionary$184M
Non-Disc.$5.8M
Employees4
Clients0
DateMar 2023
Total AUM$135.1M
Discretionary$130.3M
Non-Disc.$4.8M
Employees3
Clients0
DateJul 2022
Total AUM$147.4M
Discretionary$143.5M
Non-Disc.$3.9M
Employees3
Clients0
DateApr 2022
Total AUM$147.4M
Discretionary$143.5M
Non-Disc.$3.9M
Employees3
Clients0
DateApr 2022
Total AUM$147.4M
Discretionary$143.5M
Non-Disc.$3.9M
Employees3
Clients0
DateMar 2022
Total AUM$147.4M
Discretionary$143.5M
Non-Disc.$3.9M
Employees3
Clients0