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| Atlantic Family Wealth LLC
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|---|---|
| CRD # | 171062 |
| SEC # | 801-124705 |
| CIK # | 0002012511 |
| AUM | $210.1 M (2026-03-20) |
| Employees | 4 (25% Investors, 50% Brokers) |
| Phone | 305-222-0977 |
| Address | 6705 S Red Road Coral Gables, FL 33143 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 1.2 | ||
| Nvidia Corp | 1.0 | ||
| Chevron Corp | 0.9 | ||
| Amazon Com Inc | 0.7 | ||
| SPDR Gold Trust | 0.6 | ||
| Total Sa | 0.6 | ||
| Enbridge Inc | 0.4 | ||
| Sanofi | 0.4 | ||
| Pfizer Inc | 0.4 | ||
| US Bancorp de | 0.4 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 103 | 31.2 |
| (b) Individuals (high net worth individuals) | 137 | 145.5 |
| (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 | 6 | 12.7 |
| (h) Charitable organizations | 1 | 1.1 |
| (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 | 4 | 19.6 |
| (n) Other | 0 | 0.0 |
| Total | 558 | 210.1 |
| By Discretionary | ||
| Discretionary | 547 | 202.0 |
| Non-Discretionary | 11 | 8.1 |
| Total | 558 | 210.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 210.1 | |
| Total | 558 | 210.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002012511] | |
| SC 13G | [0002012511] |
| Form 13D/13G Filer | Form 13D/13G Subject | Filed |
|---|---|---|
| Atlantic Family Wealth LLC | Victory Portfolios II | [2024-02-21] |
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