Data / Investment advisers / Florida / Atlantic Family Wealth, LLC
Atlantic Family Wealth, LLC, Coral Gables, FL: $210 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Atlantic Family Wealth, LLC is an SEC registered investment adviser with its main office in Coral Gables, Florida and reports $210 million in regulatory assets under management in its Form ADV filed March 20, 2026. Its clients include high net worth individuals, individuals and corporations and other businesses. It is paid through a percentage of assets under management.
The request: Watch Atlantic Family Wealth, LLC (CRD number 171062): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 171062
- SEC file number
- 801-124705
- SEC status
- Approved, effective April 22, 2022
- Main office
- 6705 S Red Road Suite 604, Coral Gables, FL 33143
- Phone
- (305) 222-0977
- Website
- atlanticfamilywealth.com
- Regulatory AUM
- $210,123,792 in the Form ADV filed March 20, 2026
- Discretionary AUM
- $202,008,551
- Non discretionary AUM
- $8,115,241
- Accounts
- 558
- Employees
- 4, of which 1 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 20, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 137 | $145.5 million |
| Individuals (other than high net worth individuals) | 103 | $31.2 million |
| Corporations or other businesses | 4 | $19.6 million |
| Pension and profit sharing plans | 6 | $12.7 million |
| Charitable organizations | 1 | $1.1 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $210.1 million | March 20, 2026 |
| December 1, 2025 | $213.2 million | May 15, 2025 |
Other advisers in Coral Gables
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| MBF Healthcare Management II, LLC | Coral Gables | $235 million | 2 | adviserinfo.sec.gov |
| Angelus Investment Consulting, Inc. | Coral Gables | $226 million | Not listed | adviserinfo.sec.gov |
| Dragus Capital, LLC | Coral Gables | $225.9 million | Not listed | adviserinfo.sec.gov |
| Lynx Advisory Partners | Coral Gables | $221.4 million | Not listed | adviserinfo.sec.gov |
| Mara River Capital Management, LP | Coral Gables | $217.7 million | 1 | adviserinfo.sec.gov |
| Sunstate Wealth Management LLC | Coral Gables | $209.8 million | Not listed | adviserinfo.sec.gov |
| Shellman Investment Management, LLC | Coral Gables | $209.6 million | Not listed | adviserinfo.sec.gov |
| Bradesco Global Advisors | Coral Gables | $181.5 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Coral Gables, FL
- Investment advisers in Florida
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Atlantic Family Wealth, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.