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  5. ATLANTIC FAMILY WEALTH, LLC

ATLANTIC FAMILY WEALTH, LLC - Florida Company Profile

Company Details

Entity Name: ATLANTIC FAMILY WEALTH, LLC
Jurisdiction: FLORIDA
Filing Type: Florida Limited Liability Co.

ATLANTIC FAMILY WEALTH, LLC is structured as a Limited Liability Company (LLC), a common business structure that offers its members limited liability protection, separating their personal assets from the company's debts and obligations.
In Florida, LLCs are governed by Title XXXVI, Chapter 605, Florida Revised Limited Liability Company Act
Status: Active

The business entity is active. This status indicates that the business is currently operating and compliant with state regulations, suggesting a lower risk profile for lenders and potentially better creditworthiness.

Date Filed: 08 May 2014 (11 years ago)
Last Event: LC NAME CHANGE
Event Date Filed: 22 Jan 2016 (9 years ago)
Document Number: L14000075113
FEI/EIN Number 46-5616964

Federal Employer Identification (FEI) Number assigned by the IRS.
Address: 6705 S. Red Road, CORAL GABLES, FL, 33143, US
Mail Address: 6705 S. Red Road, CORAL GABLES, FL, 33143, US
ZIP code: 33143
County: Miami-Dade
Place of Formation: FLORIDA

Central Index Key

CIK number Mailing Address Business Address Phone
0002012511 6705 S RED ROAD, SUITE 604, CORAL GABLES, FL, 33143 6705 S RED ROAD, SUITE 604, CORAL GABLES, FL, 33143 305-222-0977

Filings since 2025-02-04
Form type 13F-HR
File number 028-24735
Filing date 2025-02-04
Reporting date 2024-12-31
File View File

Filings since 2024-02-21
Form type SC 13G
Filing date 2024-02-21
File View File

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
ATLANTIC FAMILY WEALTH, LLC 2023 465616964 2024-05-23 ATLANTIC FAMILY WEALTH, LLC 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-07-01
Business code 523900
Sponsor’s telephone number 3052220977
Plan sponsor’s address 6705 S. RED ROAD, STE 604, CORAL GABLES, FL, 33143

Signature of
Role Plan administrator
Date 2024-05-23
Name of individual signing RAUL ISERN
Valid signature Filed with authorized/valid electronic signature
ATLANTIC FAMILY WEALTH, LLC 2022 465616964 2023-05-30 ATLANTIC FAMILY WEALTH, LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-07-01
Business code 523900
Sponsor’s telephone number 3052220977
Plan sponsor’s address 6705 S. RED ROAD, STE 604, CORAL GABLES, FL, 33143

Signature of
Role Plan administrator
Date 2023-05-30
Name of individual signing RAUL ISERN
Valid signature Filed with authorized/valid electronic signature
ATLANTIC FAMILY WEALTH, LLC 2021 465616964 2022-05-23 ATLANTIC FAMILY WEALTH, LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-07-01
Business code 523900
Sponsor’s telephone number 3052220977
Plan sponsor’s address 6705 S. RED ROAD, STE 604, CORAL GABLES, FL, 33143

Signature of
Role Plan administrator
Date 2022-05-23
Name of individual signing RAUL ISERN
Valid signature Filed with authorized/valid electronic signature
ATLANTIC FAMILY WEALTH, LLC 2020 465616964 2021-06-08 ATLANTIC FAMILY WEALTH, LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-07-01
Business code 523900
Sponsor’s telephone number 3052220977
Plan sponsor’s address 6705 S. RED ROAD, STE 604, CORAL GABLES, FL, 33143

Signature of
Role Plan administrator
Date 2021-06-08
Name of individual signing RAUL ISERN
Valid signature Filed with authorized/valid electronic signature
ATLANTIC FAMILY WEALTH, LLC 2019 465616964 2020-06-17 ATLANTIC FAMILY WEALTH, LLC 5
Three-digit plan number (PN) 001
Effective date of plan 2015-07-01
Business code 523900
Sponsor’s telephone number 3052220977
Plan sponsor’s address 500 S. DIXIE HIGHWAY STE 200, CORAL GABLES, FL, 33144

Signature of
Role Plan administrator
Date 2020-06-17
Name of individual signing RISERN91361
Valid signature Filed with authorized/valid electronic signature
ATLANTIC FAMILY WEALTH, LLC 2019 465616964 2020-06-30 ATLANTIC FAMILY WEALTH, LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-07-01
Business code 523900
Sponsor’s telephone number 3052220977
Plan sponsor’s address 500 S. DIXIE HIGHWAY STE 200, CORAL GABLES, FL, 33144

Signature of
Role Plan administrator
Date 2020-06-30
Name of individual signing RAUL ISERN
Valid signature Filed with authorized/valid electronic signature
ATLANTIC FAMILY WEALTH, LLC 2018 465616964 2019-06-06 ATLANTIC FAMILY WEALTH, LLC 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-07-01
Business code 523900
Sponsor’s telephone number 3052220977
Plan sponsor’s address 500 S. DIXIE HIGHWAY STE 200, CORAL GABLES, FL, 33144

Signature of
Role Plan administrator
Date 2019-06-06
Name of individual signing RAUL ISERN
Valid signature Filed with authorized/valid electronic signature
ATLANTIC FAMILY WEALTH, LLC 2017 465616964 2018-06-11 ATLANTIC FAMILY WEALTH, LLC 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-07-01
Business code 523900
Sponsor’s telephone number 3052220977
Plan sponsor’s address 500 S. DIXIE HIGHWAY STE 200, CORAL GABLES, FL, 33144

Signature of
Role Plan administrator
Date 2018-06-11
Name of individual signing RAUL ISERN
Valid signature Filed with authorized/valid electronic signature
ATLANTIC FAMILY WEALTH, LLC 2016 465616964 2017-05-23 ATLANTIC FAMILY WEALTH, LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-07-01
Business code 523900
Sponsor’s telephone number 3052220977
Plan sponsor’s address 500 S. DIXIE HIGHWAY STE 200, CORAL GABLES, FL, 33144

Signature of
Role Plan administrator
Date 2017-05-23
Name of individual signing RAUL ISERN
Valid signature Filed with authorized/valid electronic signature
ATLANTIC FAMILY WEALTH, LLC 2015 465616964 2016-06-07 ATLANTIC FAMILY WEALTH, LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-07-01
Business code 523900
Sponsor’s telephone number 3052220977
Plan sponsor’s address 500 S. DIXIE HIGHWAY STE 200, CORAL GABLES, FL, 33144

Signature of
Role Plan administrator
Date 2016-06-07
Name of individual signing RAUL ISERN
Valid signature Filed with authorized/valid electronic signature

Key Officers & Management

Name Role Address
ISERN RAUL Manager 6705 S. Red Road, CORAL GABLES, FL, 33143
Isern Vivian Auth 6705 S. Red Road, CORAL GABLES, FL, 33143
Isern Cristina Auth 6705 S. Red Road, CORAL GABLES, FL, 33143
ISERN RAUL Agent 6705 S. Red Road, CORAL GABLES, FL, 33143

Events

Event Type Filed Date Value Description
CHANGE OF PRINCIPAL ADDRESS 2021-01-29 6705 S. Red Road, Ste 604, CORAL GABLES, FL 33143 -
CHANGE OF MAILING ADDRESS 2021-01-29 6705 S. Red Road, Ste 604, CORAL GABLES, FL 33143 -
REGISTERED AGENT ADDRESS CHANGED 2021-01-29 6705 S. Red Road, Ste 604, CORAL GABLES, FL 33143 -
LC NAME CHANGE 2016-01-22 ATLANTIC FAMILY WEALTH, LLC -

Documents

Name Date
ANNUAL REPORT 2025-01-17
ANNUAL REPORT 2024-01-23
AMENDED ANNUAL REPORT 2023-05-22
ANNUAL REPORT 2023-01-23
ANNUAL REPORT 2022-01-20
ANNUAL REPORT 2021-01-29
ANNUAL REPORT 2020-06-08
ANNUAL REPORT 2019-04-01
ANNUAL REPORT 2018-01-24
ANNUAL REPORT 2017-03-15

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
1042767209 2020-04-15 0455 PPP 500 S. DIXIE HWY, CORAL GABLES, FL, 33146-2720
Loan Status Date 2021-05-26
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 34100
Loan Approval Amount (current) 34100
Undisbursed Amount 0
Franchise Name -
Lender Location ID 17472
Servicing Lender Name International Finance Bank
Servicing Lender Address 777 SW 37th Ave, Ste 700, MIAMI, FL, 33135-4124
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address CORAL GABLES, MIAMI-DADE, FL, 33146-2720
Project Congressional District FL-27
Number of Employees 5
NAICS code 541611
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Limited Liability Company(LLC)
Originating Lender ID 17472
Originating Lender Name International Finance Bank
Originating Lender Address MIAMI, FL
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 34462.49
Forgiveness Paid Date 2021-05-18

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Companies related by address

No other companies in our directory share the same address as ATLANTIC FAMILY WEALTH, LLC

Date of last update: 01 Apr 2025

Sources: Florida Department of State

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