CORAL GABLES, FLCRD 171062Latest ADV March 20, 2026
Atlantic Family Wealth, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Coral Gables, FL. Its latest Form ADV filing, dated March 20, 2026, reports $210M in regulatory assets under management, 4 employees, and 558 accounts.
Assets Under Management
$210M
Employees
4
Offices
--
Total Clients
251
Primary office
CORAL GABLES, FL
6705 S RED ROAD, SUITE 604, CORAL GABLES, FL, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
1 types reported
Asset based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 54.6% of total clients.
Top client categories% of clientsClients
1
HNWI
54.6%
137
2
Individuals
41.0%
103
3
Pension Plans
2.4%
6
4
Corporations
1.6%
4
5
Charitable
0.4%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$210Mas of March 20, 2026
Discretionary96.1%
$202M
96% of total RAUM96.1%
Non-discretionary3.9%
$8M
4% of total RAUM3.9%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$210M
Total Accounts558
10Y AUM Change+$63M (+42.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee63:1
10Y Employee Change+1 (+33.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.