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Building 2ATLANTIS WEALTH MANAGEMENT

Map pin
Phone321 574-1529
NotebookSEC #801-80706
Total AUM
$4M
Employees
1
Clients
8

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9 TO 5
Monday - Friday
Phone
321 574-1529

ReceiptFinancials

Total AUM
$4M
Accounts
14
Discretionary
$4M
Accounts
14
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
7
AUM
$2M
HNW Individual Clients
1
AUM
$2M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FL

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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