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| Atlantic Family Wealth LLC
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|
|---|---|
| CRD # | 171062 |
| SEC # | 801-124705 |
| CIK # | |
| AUM | $135.1 MM (2023-03-06) |
| Employees | 3 (33% Investors, 67% Brokers) |
| Phone | 305-222-0977 |
| Address | 6705 S Red Road Coral Gables, FL 33143 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 117 | 37.7 |
| (b) Individuals (high net worth individuals) | 81 | 90.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 8 | 6.9 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 0.3 |
| (n) Other | 0 | 0.0 |
| Total | 274 | 135.1 |
| By Discretionary | ||
| Discretionary | 267 | 130.3 |
| Non-Discretionary | 7 | 4.8 |
| Total | 274 | 135.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 135.1 | |
| Total | 274 | 135.1 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Cove Private Wealth LLC
✚
|
NY | 0.1 |
|
Luca Capital Advisors LLC
✚
|
OH | 0.1 |
|
Delos Wealth Advisors LLC
✚
|
TX | 0.1 |
|
My Wealth Management Inc
✚
|
MD | 0.1 |
|
Alapocas Investment Partners Inc
✚
|
MA | 0.1 |
|
Processus Wealth & Capital Management LLC
✚
|
TN | 0.1 |
|
The Firm Incorporated
✚
|
CO | 0.1 |
|
The Holben Group LLC
✚
|
CO | 0.1 |
|
Oregon Pacific Wealth Management LLC
✚
|
OR | 0.1 |
|
Aegis Wealth Management Inc
✚
|
IA | 0.1 |