SourcingSourcing

ATLANTIC FAMILY WEALTH, LLC

B58
CRD 171062·SEC 801-124705·CORAL GABLES, FL
AUM
$210.1M
$100M-$500M
Est. Revenue
$2.1M
@ 1% on AUM
Est. EBITDA
$630K
@ 30% margin
Est. Deal Value
$5.0M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
ATLANTIC FAMILY WEALTH, LLC
CRD
171062
SEC file #
801-124705
EIN
465616964
DBA names
—

Economics

AUM
$210.1M
AUM band
$100M-$500M
AUM trajectory
'23'26
$147.4M → $210.1M▲ +43%
Client mix
Individuals High Net Worth137
Individuals Other103
Pension Profit Sharing Plans6
Corporations4
Charitable Organizations1

Operations

Employees (total)
4
Advisory staff (per ADV)
1
Advisory staff (5-yr trend)
'23'26
1 advisors → 1 advisors▬ 0%
Primary office
CORAL GABLES FL
Branches
—

Custodian & Brokerage

Primary custodian
LPL Financiallow confidence
Services offered
Portfolio mgmt — individualsPension consultingSelection of other advisers
Fee basis
% of AUM

Filings

Latest ADV filing
03/20/2026
ADV-W filed at
—
Website
atlanticfamilywealth.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
ISERN, RAUL, ALFONSO
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
ISERN, RAUL, ALFONSO
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
ATLANTICFAMILYWEALTH.COM
Rdap Domain Creation Date
2016-01-21T22:43:50Z
Rdap Firm Age Years
10
Rdap Firm Age Band
10-20y
Rdap Registrar
Wild West Domains, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0002012511
Edgar Registered
Yes
Edgar Filing Count
7
Edgar First Filing Date
2024-02-21
Edgar Last Filing Date
2026-05-08
Edgar 13f Count
6
Edgar 13f Latest AUM Estimate
Filing Date2026-05-08
Accession0002012511-26-000002

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
2
Bc Firm Active IA Count
2
Bc Firm IAR Count
2
Custodian Candidates
Full
Lpl Financial4
E*trade4
Edgar Addresses
Mailing
6705 S RED ROADSUITE 604CORAL GABLES, FL 33143
Business
6705 S RED ROADSUITE 604CORAL GABLES, FL 33143
Edgar EIN
465616964
Edgar Recent Filings
13F-HR2026-05-08 · 0002012511-26-000002
13F-HR2026-02-12 · 0002012511-26-000001
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-01-21T22:43:50Z
Rdap Domain Last Changed
2026-01-22T18:55:31Z
Rdap Nameservers
Fred.ns.cloudflare.comIsla.ns.cloudflare.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
2308312
Trust Company Affiliate
No

People (2)

2
ISERN, RAUL, ALFONSO
IAR · Direct Owner · 87.5%
2308312
Daniela Alexandra Munoz
IAR
7017117