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ATLANTIC FAMILY WEALTH, LLC

CORAL GABLES, FL · CRD 171062 · IAPD ↗ · atlanticfamilywealth.com · 305-222-0977

$210.1MRegulatory AUM
1Advisory reps
4Employees
0Clients
n/aPlanning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
April 2024 — ATLANTIC FAMILY WEALTH, LLC reported RAUM up 40% ($135.1M -> $189.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.