A complete list of active advisors currently associated with Atlantis Wealth Advisors LLC
Warmer can help you find a great advisor at Atlantis Wealth Advisors LLC or one who fits your needs even better.
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.
To learn more about the advisors currently working at Atlantis Wealth Advisors LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
You can also browse Atlantis Wealth Advisors LLC's office locations.
Name |
Location |
Years of experience |
|---|---|---|
Appleton, WI
| 12
| |
Elkhart, IN
| 34
| |
Hilton Head Island, SC
| 33
| |
Clearwater, FL
| 29
|
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