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ATLANTIC FAMILY WEALTH, LLC
CRD 171062File 801-124705
APPROVED
Retail clients
Custody
Filing as of Mar 20, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$210.1M
Below cohort median (national)
Discretionary AUM
$202.0M
Non-discretionary $8.1M
Clients
251
558 accounts
Employees
4
Below cohort median in FL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Apr 22, 2022
- Principal office
- 6705 S RED ROAD, SUITE 604, CORAL GABLES, FL, 33143
- Phone
- 305-222-0977
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $210.1M
- Discretionary AUM
- $202.0M
- Non-discretionary AUM
- $8.1M
- Discretionary accounts
- 547
- Non-discretionary accounts
- 11
- Total accounts
- 558
- AUM per client
- $837K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 4 | $19.6M |
| Charitable organizations | 1 | $1.1M |
| High net worth individuals | 137 | $145.5M |
| Pension and profit sharing plans | 6 | $12.7M |
| Individuals (other than high net worth individuals) | 103 | $31.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.