Atlantis Wealth Advisors LLC logo

Atlantis Wealth Advisors LLC

Updated today

Client AUM

$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

Financial planning Portfolio management Educational seminars or workshops

Expertise

Medicare planning Charitable giving & philanthropy Wealth management Debt management

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Fee options

Fixed

Fixed fees for financial planning/consulting ranging from $0 to $15,000 or $500 to $4,000 per annum (negotiable)

Percentage

0.50% to 2.00% per annum (negotiable, based on account size and complexity)

Commissions

Certain professionals are registered representatives and receive customary commissions for securities sales; commissions are separate from advisory fees

Project-based

Hourly financial planning fees between $125 and $350 per hour

Other

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

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

Advisors at this firm

user avatar

Steven Z

Series 63, Series 65

Clearwater, FL

Atlantis Wealth Advisors LLC

Steven Zerbarini is a financial advisor with Atlantis Wealth Advisors LLC in Dunedin, FL, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked with Atlantis Wealth Advisors since 2018 and has longstanding roles at Sower Realty, Inc. and Sower Wealth, LLC, where he is involved in tax preparation and insurance sales alongside his advisory work. Atlantis Wealth Advisors provides financial planning, asset management, and consulting services to a diverse client base that includes individuals, high-net-worth clients, pension plans, trusts, and charitable organizations. The firm employs a combination of proprietary strategies and third-party managers, using both top-down and bottom-up investment approaches across multiple teams and offices.

Medicare planning Charitable giving & philanthropy Wealth management Debt management
user avatar

Todd R

CFP®, Series 63, Series 65

Hilton Head Island, SC

Atlantis Wealth Advisors LLC

Todd Rhine is a CFP® with 33 years of industry experience, currently serving as an advisor at Atlantis Wealth Advisors LLC. He has been affiliated with Atlantis Wealth Advisors and IBN Financial Services since 2015 and has operated Financial Profile Clinic, Inc., an insurance brokerage firm, since 1988 where he holds the position of president. Outside of his advisory work, Rhine is involved in book production and distribution through RH Books and serves as an endowment committee consultant for 1st Presbyterian Church in Hilton Head Island, SC. Atlantis Wealth Advisors LLC provides financial planning, asset management, and consulting services to a diverse client base including individuals, pension plans, trusts, and charitable organizations, managing approximately $150 million in assets. The firm employs a strategy combining macroeconomic analysis with fundamental security selection and offers a range of investment solutions including proprietary strategies and affiliated managed accounts.

Medicare planning Charitable giving & philanthropy Wealth management Debt management
user avatar

Muhammed Kabeer G

CFP®, Series 65

Appleton, WI

Atlantis Wealth Advisors LLC

Muhammed Kabeer Gbaja Biamila is a CFP® and holds a Series 65 license with 12 years of industry experience. He is currently with Atlantis Wealth Advisors LLC and has prior experience at Camelot Advisors LLC, Vestura, LLC, and Compass (Finances God's Way). Atlantis Wealth Advisors LLC provides financial planning, asset management, and consulting services to a diverse client base, including individuals, high-net-worth clients, pension plans, trusts, and charitable organizations. The firm employs a combination of top-down macro analysis and bottom-up security selection, offering discretionary and non-discretionary investment programs through proprietary strategies and third-party managers.

Medicare planning Charitable giving & philanthropy Wealth management Debt management
user avatar

Richard H

Series 63, Series 66

Elkhart, IN

Atlantis Wealth Advisors LLC

Richard Horner Jr. is a financial advisor with Atlantis Wealth Advisors LLC in Elkhart, IN, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. He has been with Atlantis Wealth Advisors since 2015 and previously worked at Purshe Kaplan Sterling Investments. Outside of his advisory role, Horner is involved in community service through the Elkhart Breakfast Optimist Club and serves as a member and past president of Marine Riders Michiana, a charity focused on veteran and youth services. Atlantis Wealth Advisors LLC provides financial planning, asset management, and consulting services to a diverse client base that includes individuals, high-net-worth clients, pension plans, trusts, and charitable organizations. The firm employs a combination of proprietary strategies and third-party managers, using both discretionary and non-discretionary approaches, and manages approximately $146.7 million in assets across five offices.

Medicare planning Charitable giving & philanthropy Wealth management Debt management
View complete list of advisors at this firm
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