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ATLANTIS WEALTH ADVISORS LLC
MAUMEE, OH
419-794-0538
SEC #801-79013Total AUM
$150.2M
Employees
4Clients
343Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
1700 WOODLANDS DR.
SUITE 100
MAUMEE
OH 43537
United States
SUITE 100
MAUMEE
OH 43537
United States
Operating Hours
9-5
Monday - Friday
Monday - Friday
Phone
419-794-0538
Other Offices
4
Financials
Total AUM
$150.2M
Accounts
775Discretionary
$148.3M
Accounts
676Non-Discretionary
$1.9M
Accounts
99
Clients
Individual Clients
223AUM
$46M
HNW Individual Clients
25AUM
$92.9M
Banking Clients
1AUM
$0
Pension/Profit Sharing Plan Clients
2AUM
$258.8K
Charitable Organization Clients
2AUM
$1.1M
Government Entity Clients
1AUM
$0
Investment Advisor Clients
1AUM
$0
Insurance Company Clients
1AUM
$0
Sovereign Wealth Fund Clients
1AUM
$0
Corporation or Business Clients
86AUM
$10M
Services
Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
AKCAFLGAINMINCOHSCTXWI
Affiliates
Affiliates
Reported 6 business affiliates.
Claimed Affiliates
Reported as an affiliate by 3 other businesses.