ATLANTIS WEALTH ADVISORS LLC
Adviser information for ATLANTIS WEALTH ADVISORS LLC last updated from Form ADV on March 21st, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Ohio, United States |
Employees
| Total Number of Employees | 6 |
|---|---|
| Investment Advisory/Research | 6 |
| Registered Broker-Dealer Representatives | 2 |
| Registered State Investment Advisers | 6 |
| Licensed Agents of an Insurance Company | 6 |
| No. of Firms/People that Solicit Clients | 4 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 798 | $141.2M |
| Non-Discretionary | 7 | $243,869 |
| Total | 805 | $141.4M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 327 | $53.5M |
| HNW Individuals | 25 | $86.4M |
| Banking or thrift institutions | <5 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | <5 | $193,143 |
| Charitable organizations | <5 | $921,117 |
| State or municipal gov entities | <5 | $0 |
| Other investment advisers | <5 | $0 |
| Insurance companies | <5 | $0 |
| Sovereign wealth funds and foreign official institutions | <5 | $0 |
| Corporations or other businesses | <5 | $424,552 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 101-250 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsEducational seminars/workshops |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
| Other Business Activities | Registered representative of a broker-dealerReal estate broker, dealer, or agentInsurance broker or agent |
Identifiers
| SEC RIA File Number | 801-79013 |
|---|---|
| SEC ERA File Number | 801-79013 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 169956 |
| Legal Entity Identifier | None |
Principal Office
1700 WOODLANDS DR.SUITE 100
MAUMEE
OH
United States
Monday - Friday, 9-5
Tel: 419-794-0538, Fax: 419-794-0539
Chief Compliance Officer
FRANK ECHELMEYER
1700 WOODLANDS DR.
SUITE 100
MAUMEE
OH
United States
Tel:
419-794-0538
F**************@********************M
(Full email address available in API data)
Regulatory Contact
DARREN MUNN
CEO
1700 WOODLANDS DR.
SUITE 100
MAUMEE
OH
United States
Tel:
419-794-0538
D*********@********************M
(Full email address available in API data)
Industry Affiliates
| CAMELOT EVENT-DRIVEN ADVISORS, LLC | Other investment adviser, including financial planners |
| CAMELOT PORTFOLIOS, LLC | Other investment adviser, including financial planners |
| MUNN WEALTH MANAGEMENT, LLC | Other investment adviser, including financial planners |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| MUNN, DARREN, THADDAEUS | Individual | – | CEO/MANAGING MEMBER | 12/2013 | > 75% |
| ECHELMEYER, FRANK, P | Individual | – | CHIEF COMPLIANCE OFFICER | 08/2022 | < 5% |