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| Keyboard |
| Atlantis Wealth Advisors LLC
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|---|---|
| CRD # | 169956 |
| SEC # | 801-79013 |
| CIK # | |
| AUM | 150.2 M (2026-03-24) |
| Employees | 4 (100% Investors, 25% Brokers) |
| Fees | |
| Minimum | |
| Phone | 419-794-0538 |
| Address | 1700 Woodlands Dr Maumee, OH 43537 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 223 | 46.0 |
| (b) Individuals (high net worth individuals) | 25 | 92.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 2 | 0.3 |
| (h) Charitable organizations | 2 | 1.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 86 | 10.0 |
| (n) Other | 0 | 0.0 |
| Total | 775 | 150.2 |
| By Discretionary | ||
| Discretionary | 676 | 148.3 |
| Non-Discretionary | 99 | 1.9 |
| Total | 775 | 150.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 150.2 | |
| Total | 775 | 150.2 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail, Research |
| Related Firms | State | AUM |
|---|---|---|
|
Camelot Portfolios LLC
✚
|
OH | 272.2 M |
|
Atlantis Wealth Advisors LLC
✚
|
OH | 150.2 M |
|
Camelot Event-Driven Advisors LLC
✚
|
OH | 107.8 M |
|
Camelot Funds LLC
✚
|
OH |
| Comparable Firms | State | AUM |
|---|---|---|
|
Twin City Private Wealth LLC
✚
|
NC | 151.3 M |
|
Thrasher & Chambers Wealth Management LLC
✚
|
AR | 151.0 M |
|
Zenith Solutions Inc
✚
|
PA | 151.0 M |
|
Cascade Financial Strategies LLC
✚
|
OR | 150.9 M |
|
Poulos Advisors Inc
✚
|
VT | 150.4 M |
|
Optima Capital Management LLC
✚
|
AZ | 150.3 M |
|
MZ Capital Management LLC
✚
|
150.1 M | |
|
Clearbrook Investment Solutions LLC
✚
|
NY | 149.9 M |
|
Legacy Capital Management Limited Liability Company
✚
|
CA | 149.8 M |
|
Fiduciary Capital Management LLC
✚
|
WY | 149.2 M |