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Managing Member and Chief Compliance Officer · Atlantic Family Wealth, LLC

Raul A. Isern

CRD 2308312 · Named on Form ADV at one SEC-registered adviser

At a glance

Atlantic Family Wealth, LLC, an SEC-registered wealth manager based in Coral Gables, FL with $210 million in regulatory assets, lists Raul A. Isern on its Form ADV as Managing Member and Chief Compliance Officer, a control person.

Firms and roles

  • Atlantic Family Wealth, LLCManaging Member and Chief Compliance OfficerWealth manager · Coral Gables, FL · $210M in regulatory assets

AtlasMembers

Raul’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Raul’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.