Overview
Assets Under Management: $150 million
Headquarters: MAUMEE, OH
High-Net-Worth Clients: 25
Average Client Assets: $3.7 million
Frequently Asked Questions
ATLANTIS WEALTH ADVISORS LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #169956), ATLANTIS WEALTH ADVISORS LLC is subject to fiduciary duty under federal law.
ATLANTIS WEALTH ADVISORS LLC is headquartered in MAUMEE, OH.
ATLANTIS WEALTH ADVISORS LLC serves 25 high-net-worth clients according to their SEC filing dated March 24, 2026. View client details ↓
According to their SEC Form ADV, ATLANTIS WEALTH ADVISORS LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and educational seminars and workshops. View all service details ↓
ATLANTIS WEALTH ADVISORS LLC manages $150 million in client assets according to their SEC filing dated March 24, 2026.
According to their SEC Form ADV, ATLANTIS WEALTH ADVISORS LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Educational Seminars
Clients
Number of High-Net-Worth Clients: 25
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 61.83%
Average Client Assets: $3.7 million
Total Client Accounts: 775
Discretionary Accounts: 676
Non-Discretionary Accounts: 99
Regulatory Filings
CRD Number: 169956
Filing ID: 2080711
Last Filing Date: 2026-03-24 13:03:13