Wealth manager, independent · Coral Gables, FL
Atlantic Family Wealth, LLC
SEC-registered investment adviser · CRD 171062 · SEC 801-124705
At a glance
Atlantic Family Wealth, LLC is an SEC-registered investment adviser based in Coral Gables, Florida, with $210 million in regulatory assets under management as of its Form ADV filed March 20, 2026. Its largest client group by assets is high-net-worth individuals, and it reports 240 individual clients. By Form ADV it is a wealth manager, ranked 5,647th of 8,915 wealth managers and 12,004th of 17,210 SEC-registered advisers by assets.
Main office 305-222-0977atlanticfamilywealth.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $210M
- Rank among wealth managers
- #5,647 of 8,915
- Rank among all SEC RIAs
- #12,004 of 17,210
- Rank in Florida
- #729 of 1,090
- Individual clients
- 240
- High-net-worth clients
- 137
- Accounts
- 558
- Discretionary
- 96% of AUM
- Employees
- 4
- Advisory staff
- 1
- Offices
- 1
Owners and executives on its Form ADV
- Raul A. IsernManaging Member and Chief Compliance Officer
Custody and brokerage
Broker-dealer
Hybrid RIA
Atlantic Family Wealth, LLC is a hybrid RIA: 2 of its employees are also registered representatives of a broker-dealer.
Its Form ADV brochure (filed March 2026) names LPL Financial as the broker-dealer its advisers are registered with.
Registration as a Broker/Dealer or Broker/Dealer Representative As a registered representative of LPL, Raul Alfonso Isern accepts compensation for the sale of securities in his capacities with LPL.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 137 | $146M | 69% |
| Individuals | 103 | $31M | 15% |
| Corporations or other businesses | 4 | $20M | 9% |
| Pension and profit sharing plans | 6 | $13M | 6% |
| Charitable organizations | 1 | $1M | <1% |
Disciplinary disclosures
Atlantic Family Wealth, LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for individuals and small businesses
- Pension consulting
- Selecting other advisers
How it’s paid
- A percentage of assets under management
Form ADV and brochures on the SEC’s adviser search ↗atlanticfamilywealth.com ↗
AtlasMembers
The full record on Atlantic Family Wealth, LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 3 years of filings
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- Growth over one, three and five years
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- Rank against 6,067 peers of its type and size
- Locked
- Owners and executives, with titles and stakes
- 1 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Atlantic Family Wealth, LLC manage?
Atlantic Family Wealth, LLC reports $210 million in regulatory assets under management across 558 accounts, 96% of it on a discretionary basis, on its Form ADV filed March 20, 2026.
What kind of firm is Atlantic Family Wealth, LLC?
Atlantic Family Wealth, LLC is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals.
Who are Atlantic Family Wealth, LLC’s clients?
By assets, its largest client types are high-net-worth individuals ($146 million, 137 clients); individuals ($31 million, 103 clients); corporations or other businesses ($20 million, 4 clients).
Does Atlantic Family Wealth, LLC have any disciplinary history?
Atlantic Family Wealth, LLC reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Atlantic Family Wealth, LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-20), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →