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Atlantis Wealth Advisors LLC

Headquartered in MAUMEE, OH

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Firm Information

Atlantis Wealth Advisors LLC is a registered investment advisor based in Maumee, OH. They offer financial planning, portfolio management services for individuals and businesses, and educational seminars. With over 141 million in regulatory assets under management, the firm serves individuals, high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and corporations.

Atlantis Wealth Advisors LLC

1700 WOODLANDS DR.

MAUMEE, OH 43537

$141.44M

Assets Under Management

Not reported

Total Clients

4

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (6)

ATLANTIS WEALTH ADVISORS LLC has a total of 6 branch locations across the country.
location

ELKHART, IN

location

MAUMEE, OH

location

Palm Harbor, FL

location

Dunedin, FL

location

Hobart, WI

location

HILTON HEAD ISLAND, SC

Advisors at Atlantis Wealth Advisors LLC

View All 4 Advisors
Unclaimed
Steven Elliott Zerbarini

RA

Dunedin, FL

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Richard Lee Horner

RA

ELKHART, IN

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Muhammed-kabeer Olarewaju Gbaja-biamila

CFP®, RA

Hobart, WI

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Todd Robert Rhine

CFP®, RA

HILTON HEAD ISLAND, SC

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Disclosures

There are no public disclosures for Atlantis Wealth Advisors LLC.

Frequently Asked Questions (5)

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