ATLANTIS WEALTH ADVISORS LLC

1700 Woodlands Dr.
Suite 100
Maumee, Ohio 43537
Tel: 419-794-0538

About ATLANTIS WEALTH ADVISORS LLC

ATLANTIS WEALTH ADVISORS LLC, formally registered with the SEC as ATLANTIS WEALTH ADVISORS LLC. The firm was established in 02/03/2014. They have over 5 offices throughout the country.

ATLANTIS WEALTH ADVISORS LLC is a Maumee, Ohio based Financial Planning firm with nearly $141,437,574 assets under management, offering retirement planning & investment advisory services to 805 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	169956
SEC#	801-79013
Assets Managed by Firm	$141,437,574
No. of Clients	805
No. of Advisors	6

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	805	$141,437,574
Individuals (other than high net worth individuals)	327	$53,545,936
High net worth individuals	25	$86,352,826
Pension and profit sharing plans	3	$193,143
Charitable organizations	3	$921,117
Corporations or other businesses	1	$424,552

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