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ATLANTIS WEALTH ADVISORS LLC

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

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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 StatusApproved
Firm CRD#169956
SEC#801-79013
Assets Managed by Firm$141,437,574
No. of Clients805
No. of Advisors6

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 ClientsAUM
Firm Total805$141,437,574
Individuals (other than high net worth individuals)327$53,545,936
High net worth individuals25$86,352,826
Pension and profit sharing plans3$193,143
Charitable organizations3$921,117
Corporations or other businesses1$424,552

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