Atlantic Family Wealth, Llc
- Regulatory AUM
- $210M
- Discretionary
- $202M
- Clients
- 251
- Avg AUM / client
- $837K
- Accounts
- 558
- Employees
- 4
AUM over time
Annual snapshots from Form ADV filings · as of Mar 20, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 103 | $31.2M | 14.9% |
| High net worth individuals | 137 | $146M | 69.3% |
| Pension and profit sharing plans | 6 | $12.7M | 6.03% |
| Charitable organizations | 1 | $1.1M | 0.54% |
| Corporations and other businesses | 4 | $19.6M | 9.32% |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Raul Alfonso Isern | Managing Member And Chief Compliance Officer | CFP | May 2014 (12y) | 75% or more |
| Daniela Alexandra Munoz | Registered representative | Apr 2026 (0y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/20/2026 | 902 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- LPL Financial $205M (97% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 20, 2026.
View current Form ADV (SEC/IAPD) ↗