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ATLANTIS WEALTH ADVISORS LLC
CRD 169956 · SEC 801-79013
1700 WOODLANDS DR., SUITE 100, MAUMEE, OH, 43537, United States
Phone
419-794-0538
Fax
419-794-0539
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$150.2M
Discretionary AUM
$148.3M
Team
4 total employees; 4 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-24
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 223 | $46.0M |
| High net worth individuals | 25 | $92.9M |
| Pension/profit sharing plans | 2 | $259K |
| Charitable organizations | 2 | $1.1M |
| Corporations/business entities | 86 | $10.0M |
States served
AK, CA, GA, IN, MI, NC, OH, SC, WI, TX, FL
All web addresses on file
Official SEC filing: View on IAPD