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 an independent registered investment adviser that began SEC registration in 2022 and is structured as a limited liability company owned by an individual. The firm serves both individual and family clients as well as institutional accounts, charging fees based on a percentage of assets under management. Its advisory scope includes discretionary portfolio management for individuals and small businesses, pension consulting, and the selection of other advisers. The firm identifies as an active ESG investor and acts as a capital allocator, placing client capital with third-party managers in addition to managing public-market allocations in-house.
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 2
Raul 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 30Active vs passive
$142M in ETFs
99%
$141M
0%
$1.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $39.4M | 52,589 | 27.71% |
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
Similar firms
Bridge Generations Wealth Management
RIASouth Miami, FL
Campbell Capital Management Inc
RIASouth Miami, FL
Firestone Capital Management Inc
RIASouth Miami, FL
Fairholme Capital Management, L.L.C.
RIASouth Miami, FL
Pare Partners II LLC
RIAMiami, FL
Advisory Investor Services LLC
RIAMiami, FL