Atlantic Family Wealth provides portfolio management for individuals and small businesses, pension consulting, and selecting other managers.
Atlantic Family Wealth reports 251 clients. They include 137 high-net-worth individuals, 103 individual clients, and 6 pension and profit-sharing plans. Of its assets, 96.1% ($202M across 547 accounts) are managed with discretion; $8.12M across 11 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 41% | 15% |
| High-net-worth individuals | 55% | 69% |
| Pension and profit-sharing plans | 2% | 6% |
| Charitable organizations | <1% | <1% |
| Corporations and other businesses | 2% | 9% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 103 | $31.2M | 14.9% | $303K |
| High-net-worth individuals | 137 | $146M | 69.3% | $1.06M |
| Pension and profit-sharing plans | 6 | $12.7M | 6.0% | $2.11M |
| Charitable organizations | 1 | $1.13M | 0.5% | $1.13M |
| Corporations and other businesses | 4 | $19.6M | 9.3% | $4.9M |
| Total | 251 | $210M | 100% | $837K |
- Clients
- 103
- Regulatory AUM
- $31.2M
- AUM share
- 14.9%
- Avg. per client
- $303K
- Clients
- 137
- Regulatory AUM
- $146M
- AUM share
- 69.3%
- Avg. per client
- $1.06M
- Clients
- 6
- Regulatory AUM
- $12.7M
- AUM share
- 6.0%
- Avg. per client
- $2.11M
- Clients
- 1
- Regulatory AUM
- $1.13M
- AUM share
- 0.5%
- Avg. per client
- $1.13M
- Clients
- 4
- Regulatory AUM
- $19.6M
- AUM share
- 9.3%
- Avg. per client
- $4.9M
Total
- Clients
- 251
- Regulatory AUM
- $210M
- AUM share
- 100%
- Avg. per client
- $837K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
Atlantic Family Wealth is paid through a percentage of assets under management. The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure.
Raul Isern owns 75% or more of Atlantic Family Wealth. The leadership team of Atlantic Family Wealth includes Chief Compliance Officer Raul Isern. It has 4 employees, 1 of them in advisory roles.
Staff
- 4 employees
- 1 in advisory functions
- 1 state-registered rep
- 2 broker-dealer reps
- 1 insurance agent
- Owns 75% or more of Atlantic Family Wealth, LLC
Raul Isern
Control person · since May 2014
Atlantic Family Wealth’s regulatory assets grew from $147M (July 2022) to $210M (March 2026); clients rose from 175 to 251 and employees from 3 to 4.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $210M | 251 | 4 | 1 |
| May 2025May 2025 | $213M | 246 | 4 | 1 |
| Mar 2024March 2024 | $190M | 236 | 4 | 1 |
| Mar 2023March 2023 | $135M | 207 | 3 | 1 |
| Jul 2022July 2022 | $147M | 175 | 3 | 1 |
Besides its headquarters, Atlantic Family Wealth has 0 offices, with 1 listed address in 1 state.
Florida · 1 listed address
- 6705 S Red Road, Suite 604, Coral GablesHQ
Contact and registration details
- Legal name
- Atlantic Family Wealth, LLC
- Headquarters
- 6705 S Red Road, Suite 604, Coral Gables, FL 33143
- Website
- atlanticfamilywealth.com
- Phone
- 305-222-0977
- @atlantic-family-wealth
- SEC file
- 801-124705
- Structure
- Florida LLC
- Fiscal year end
- December
Atlantic Family Wealth’s named custodian for separately managed accounts is LPL Financial ($205M). Atlantic Family Wealth has custody of $103M for 184 clients.
- LPL FinancialLPL Financial LLC · Fort Mill, SC · $205M100%
At year end, Atlantic Family Wealth’s separately managed accounts were mostly in funds (52%) and stocks (25%). Its reported 13F holdings for the quarter ended 30 June 2026 total $156M across 64 positions; the largest are iShares TR (25.2%), Victory Portfolios II (18.9%) and Victory Portfolios II (18.3%).
What the accounts hold
- Stocks25%
- Funds52%
- Bonds14%
- Cash9%
How many clients does Atlantic Family Wealth have?
Atlantic Family Wealth has 251 clients and manages $210 million for them, as of March 2026. They include 137 high-net-worth individuals, 103 individual clients, and 6 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 20 March 2026
What services does Atlantic Family Wealth offer?
Atlantic Family Wealth provides portfolio management for individuals and small businesses, pension consulting, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Atlantic Family Wealth use?
Atlantic Family Wealth’s separately managed account assets are held at LPL Financial LLC (Fort Mill, SC), with $205M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 20 March 2026
How many financial advisors does Atlantic Family Wealth have?
Atlantic Family Wealth has 1 investment adviser representative registered with state securities authorities, out of 4 employees, and 1 perform investment advisory functions. 2 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Atlantic Family Wealth invest in?
At the end of its last fiscal year, Atlantic Family Wealth’s separately managed accounts held 52% registered funds (mutual funds, ETFs, BDCs), 25% exchange-traded equities, 14% U.S. government and agency bonds and 9% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Atlantic Family Wealth?
Atlantic Family Wealth’s direct owner is Raul Isern (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 20 March 2026
How does Atlantic Family Wealth get paid?
Atlantic Family Wealth is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Atlantic Family Wealth?
Atlantic Family Wealth’s main office is at 6705 S Red Road, Suite 604, Coral Gables, FL 33143. Its phone number is 305-222-0977. Its website is atlanticfamilywealth.com.
