$210.1M Total AUM
$202.0M Disc. AUM
15.9% 3Y CAGR
4 Employees
251 ADV. Clients
11 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Peak peakRidge value +more
- Established Date
- 09-16-2014
- Office Locations
- 1
Office Locations
6705 S RED Road Suite 604 Coral Gables FL
About Atlantic Family Wealth, LLC
Atlantic Family Wealth, LLC is a Coral Gables, FL registered investment advisor providing comprehensive wealth management and personalized financial planning for individuals, families, and business owners, including investment, retirement and estate planning. Portfolios commonly use ETFs, public funds and U.S. government/agency bonds. Securities are offered through LPL Financial (separate from the RIA).
Team overview
-- AVG AGE
$210.1M AVG AUM / ADVISOR
$837.1K AVG AUM / CLIENT
6 yrs AVG TENURE
4 Employees
1 Advisory Reps
1 RIA Reps
11yrs Firm Age
Insights
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Asset Classes
Horizon horizon Fusion frontier Vertex Quantum
Custodian
Beacon wave Legacy
Investment Themes
Catalyst Atlas insight Frontier atlas Timber Value radial
Investment Vehicles
Value
Platform
Harbor radial
Services
Unison Momentum frontier Value focus Zenith Bridge Ridge Zenith Harbor radial Pathway
Technology
Eagle atlas Atlas delta Quantum Bridge meridian
Owner & Executives
RAUL ALFONSO ISERN
Chief Compliance Officer, Managing Member, Wealth Advisor
- CRD
- #2308312
- Ownership
- 75% or more
(425) 509-4111
peak.optima@capitalcapital.com
in linkedin.com/in/harbor-vertex
Showing 1 of 1 owners & executives
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D
Daniela Alexandra Munoz
--
- CRD
- #7017117
(322) 789-6198
foundation.delta@quantumcapital.com
in linkedin.com/in/insight-matrix
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $202,008,551 | $369,303 |
| Non-Discretionary | $8,115,241 | $737,749 |
| Total | $210,123,792 | $376,566 |
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Separately Managed Accounts
Total SMA Asset: $210,123,792
Public Funds:
23.2% Equity - Exchange:
31.3% U.S. Government/Agency:
15.8% Cash:
29.7% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $284,245,007 | 23.2% |
| Equity - Exchange | $383,485,720 | 31.3% |
| U.S. Government/Agency | $193,580,651 | 15.8% |
| Cash | $363,882,616 | 29.7% |
| Total | $1,225,193,994 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| RIDGE PATHWAY | FUSION VERTEX | NXBYYJTYX | JFUM | 6.97% | $42,950,617 |
| ZENITH CAPITAL | GLACIER INSIGHT | 7CVRA7TCQ | BDASE | 2.00% | $88,212,773 |
| SUMMIT HORIZON VERTEX | SUMMIT QUANTUM | 0WVAQXGTX | GRQVH | 2.65% | $57,508,192 |
| BRIDGE GLACIER | SIGNAL VITAL | 8Y79ZV0EJ | LLPZC | 7.56% | $64,311,775 |
| SIGNAL MATRIX HORIZON | SUMMIT CATALYST | 9LCQNW7OE | TTQ | 0.88% | $47,640,172 |
| VITAL EMBER | EMBER SIGNAL | WZ7EYY4GT | JQTB | 10.23% | $83,210,760 |
| HORIZON OPTIMA | CREST FRONTIER | JI129RG5L | UBSYZ | 1.25% | $25,381,817 |
| EMBER VITAL FOUNDATION | RADIAL ALPHA | LKF7WTLYO | UIV | 3.92% | $103,414,599 |