ATLANTIC FAMILY WEALTH, LLC
Firm details
- Headquarters
- SOUTH MIAMI, Florida
- CRD number
- 171062
- Registered since
- April 22, 2022
- Website
- atlanticfamilywealth.com
- Custodians
- LPL FINANCIAL LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI69.26%
- Individuals14.86%
- Corporations / Businesses9.32%
- Pension & Profit Sharing Plans6.03%
- Charitable Organizations0.54%
- Services
- Portfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Atlantic Family Wealth, LLC is a fee-based registered investment adviser organized as an LLC and registered with the SEC in 2022. The firm serves both individual and family clients as well as institutional investors, charging a percentage of assets under management. Its advisory services include discretionary portfolio management for individuals and small businesses, pension consulting, and selection of outside advisers. The firm identifies as a capital allocator and reports active engagement in ESG investing, which appears to inform manager selection and portfolio construction alongside more traditional public fund allocations.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds49%
- Exchange Traded Equities25%
- US Government Bonds17%
- Cash & Cash Equivalents9%
Contacts
2 of 2RAUL ISERN
Wealth AdvisorCRD 2308312
Daniela Munoz Giffoni
Client Services AssociateCRD 7017117
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 25Active vs passive
$124M in ETFs
99%
$122M
0%
$1.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $34M | 52,094 | 27.44% |
Location
SOUTH MIAMI, FL
MIAMI DADE
Location
SOUTH MIAMI, FL
Headquartered in SOUTH MIAMI, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- MIAMI DADE
- Address
- 6705 S Red Rd
- Time zone
- ET (UTC-5)
- Office locations
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