Atlantis Wealth Advisors LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$138,830,407
Clients
248
Advisors
4
across 4 offices
About
Atlantis Wealth Advisors LLC provides financial planning, asset management, and financial consulting to a mix of individuals, pension and profit‑sharing plans, trusts, estates, charitable organizations, corporations and other business entities, and reports approximately $150.2 million in assets under management across 775 accounts. Services range from personalized planning and household finance assistance to discretionary and non‑discretionary portfolio management and implementation.
The firm constructs individualized asset‑allocation strategies using a combination of top‑down macro analysis and bottom‑up fundamental security selection, and implements those plans with mutual funds, ETFs, individual securities, third‑party managers and proprietary strategies offered through an affiliate. AWA monitors accounts on an ongoing basis with at least annual reviews and provides a set of model approaches (for example, Sower Wealth Group’s Aggressive, Growth, Moderate and Stable Total Return models) to match differing risk tolerances.
Atlantis is distinguished by an extensive network of affiliated entities and proprietary vehicles: it is affiliated with other registered advisers (including an affiliated portfolio manager and an affiliated adviser to a registered fund), recommends and may facilitate access to a privately offered KHA Capital Partnership fund and proprietary Camelot strategies, and operates an in‑house TAMP (Arete) and relationships with a charitable pooled trust structure. The brochure also discloses that certain professionals are separately licensed as insurance agents and some are registered representatives of a broker‑dealer, arrangements the firm describes as creating potential conflicts of interest that it discloses and manages.
Client services
Expertise
Fee options
Fixed fees for financial planning/consulting ranging from $0 to $15,000 or $500 to $4,000 per annum (negotiable)
0.50% to 2.00% per annum (negotiable, based on account size and complexity)
Certain professionals are registered representatives and receive customary commissions for securities sales; commissions are separate from advisory fees
Hourly financial planning fees between $125 and $350 per hour
Fee-only: Financial planning fixed fees between $0 and $15,000 (negotiable); Financial consulting fixed fees between $500 and $4,000 per annum (negotiable)
Main office
1700 Woodlands Dr., Suite 100
Maumee OH 43537, United States
Offices (4)
Most active in
Alaska · California · Florida · Georgia · Indiana · Michigan · North Carolina · Ohio · South Carolina · Texas · Wisconsin
Also doing business as
Atlantis Wealth Advisors LLC · Camelot Advisors, LLC · Horner Investment Group · Sower Wealth Group · Todd Rhine Planning And Financial Profile Clinic, Inc. · Yoseph Financial Storehouse
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
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