ATLANTIC FAMILY WEALTH, LLC
SEC Form ADV profile.
Total regulatory AUM
$210,123,792
Discretionary
$202,008,551
Non-discretionary
$8,115,241
Firm details
- CRD number
- 171062
- SEC file number
- 801-124705
- Main office
- CORAL GABLES, FL, United States
- Employees
- 4
- SEC status
- Approved
- Fee structure
-
Percentage of AUM
As of November 2026.