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⚲
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| Atlantis Wealth Advisors LLC
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|
|
|---|---|
| CRD # | 169956 |
| SEC # | 801-79013 |
| CIK # | |
| AUM | $146.7 M (2025-03-18) |
| Employees | 4 (100% Investors, 25% Brokers) |
| Phone | 419-794-0538 |
| Address | 1700 Woodlands Dr Maumee, OH 43537 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 235 | 46.9 |
| (b) Individuals (high net worth individuals) | 25 | 92.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 3 | 0.2 |
| (h) Charitable organizations | 3 | 1.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 53 | 6.4 |
| (n) Other | 0 | 0.0 |
| Total | 773 | 146.7 |
| By Discretionary | ||
| Discretionary | 657 | 142.3 |
| Non-Discretionary | 116 | 4.4 |
| Total | 773 | 146.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 146.7 | |
| Total | 773 | 146.7 |
| Related Firms | State | AUM ($B) |
|---|---|---|
|
Camelot Portfolios LLC
✚
|
OH | 0.3 |
|
Atlantis Wealth Advisors LLC
✚
|
OH | 0.1 |
|
Camelot Event-Driven Advisors LLC
✚
|
OH | 0.1 |
|
Camelot Funds LLC
✚
|
OH | 0.0 |
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|---|---|---|
|
Vauban Wealth Management
✚
|
PR | 0.1 |
|
Goldman Financial Planning LLC
✚
|
ME | 0.1 |
|
Intentional LLC
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|
SC | 0.1 |
|
The ETF Store Inc
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KS | 0.1 |
|
Oak Financial Group Inc
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|
0.1 | |
|
RS Petrell & Associates LLC
✚
|
NY | 0.1 |
|
ENZA Financial LLC
✚
|
OH | 0.1 |
|
Collie Financial Planning Inc
✚
|
NC | 0.1 |
|
210 Wealth Management Inc
✚
|
IL | 0.1 |
|
Light Financial Services Inc
✚
|
ND | 0.1 |