# Atlantic Family Wealth, LLC

> Atlantic Family Wealth, LLC is an SEC-registered investment advisory firm in Coral Gables, FL, registered since 2022, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 20, 2026.

- CRD: 171062
- Filed as: ATLANTIC FAMILY WEALTH, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Coral Gables, FL
- Filing period: October 2026
- Form ADV filing dated: March 20, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/171062
- AdvisorCensus page: https://advisorcensus.com/firm/atlantic-family-wealth-llc-coral-gables-fl-171062

## Quick answers

**How is Atlantic Family Wealth, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Atlantic Family Wealth, LLC reports these compensation arrangements: a percentage of assets under its management.

**How much does Atlantic Family Wealth, LLC charge?**
Its Form ADV Part 2A brochure dated March 20, 2026 states: Asset-based fee: up to 1.25% of assets a year (the maximum the brochure states). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Atlantic Family Wealth, LLC located?**
Atlantic Family Wealth, LLC's principal office is in Coral Gables, FL, according to its Form ADV.

**Is Atlantic Family Wealth, LLC registered with the SEC or a state?**
Atlantic Family Wealth, LLC is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 171062.

**How much does Atlantic Family Wealth, LLC manage?**
Atlantic Family Wealth, LLC reports $210,123,792 in regulatory assets under management in its Form ADV filing dated March 20, 2026 (96% discretionary).

**How have Atlantic Family Wealth, LLC's assets and staff changed since 2022?**
In the Form ADV data for Atlantic Family Wealth, LLC: Regulatory assets under management: $147,408,894 in the October 2022 data and $210,123,792 in the October 2026 data, up 43%. Total employees: 3 in October 2022 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Atlantic Family Wealth, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (137); individuals (other than high net worth individuals) (103); pension and profit sharing plans (but not the plan participants or government pension plans) (6).

**Which custodians does Atlantic Family Wealth, LLC use?**
Atlantic Family Wealth, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists LPL Financial LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Atlantic Family Wealth, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/171062

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated March 20, 2026)

- Asset-based fee: up to 1.25% of assets a year (the maximum the brochure states)

> AFW’s maximum advisory fee is 1.25% and is negotiable. The agreed-upon fee will be set forth in the advisory agreement and will be calculated based on the average daily balance.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- LPL Financial LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $210,123,792
- Discretionary: $202,008,551
- Non-discretionary: $8,115,241

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 103 | $31,223,518 |
| High net worth individuals | 137 | $145,525,052 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 6 | $12,663,802 |
| Charitable organizations | 1 | $1,126,934 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 4 | $19,584,486 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2022 (4 years)
- Employees: 4 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [atlanticfamilywealth.com](https://atlanticfamilywealth.com)
- LinkedIn @atlantic-family-wealth

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $147,408,894 | 3 | July 21, 2022 |
| October 2023 | $135,100,000 | 3 | March 6, 2023 |
| October 2024 | $189,766,105 | 4 | March 27, 2024 |
| October 2025 | $213,151,116 | 4 | May 15, 2025 |
| October 2026 | $210,123,792 | 4 | March 20, 2026 |

Regulatory assets under management: $147,408,894 in the October 2022 data and $210,123,792 in the October 2026 data, up 43%.
Total employees: 3 in October 2022 and 4 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Atlantic Family Wealth, LLC (CRD 171062): Form ADV filing data as of October 2026.