A complete list of active advisors currently associated with Atvantis Wealth Management, LLC
Warmer can help you find a great advisor at Atvantis Wealth Management, LLC or one who fits your needs even better.
Atvantis Wealth Management provides investment management and investment consulting on both a discretionary and non-discretionary basis, primarily serving individuals while retaining the ability to accept other client types. Its services span traditional securities, mutual funds and ETFs, private funds, and—consistent with its CFTC registration—commodity, futures, and foreign exchange strategies, and it will advise on assets held away when requested. The firm describes a disciplined, absolute-return-oriented approach that emphasizes diversification, risk management, and alignment with each client’s objectives, combining fundamental and quantitative analysis for security selection and portfolio construction. Depending on mandates, Atvantis may employ derivatives, limited leverage, futures and FX for hedging or exposure, and it may charge negotiated asset-based fees or, for qualifying clients, performance-based fees subject to a negotiated percentage and a high-watermark. Atvantis is distinctive for its international corporate structure and affiliated entities — including a Liechtenstein parent, German affiliates with asset management and insurance-broker licenses, and a related U.S. fund manager — and for operating simultaneously as a registered investment adviser and a commodity trading advisor, which it notes can create potential conflicts that are addressed through compliance and supervisory procedures. The firm was newly formed and reported no assets under management at the time of filing, and it discloses specific trade allocation, fee disclosure, and oversight practices tied to its affiliated fund and commodity-interest activities.
To learn more about the advisors currently working at Atvantis Wealth Management, 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.
Name |
Location |
Years of experience |
|---|---|---|
Charleston, SC
| 0
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