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firm profile

Atlantis Wealth Advisors LLC

RIA Maumee, OH CRD 169956 Last verified October 2026

Overview

Atlantis Wealth Advisors LLC is an SEC registered investment adviser based in Maumee, OH, registered since 2014. It reports $15M in assets under management across 775 accounts, with 4 employees. It has 4 investment adviser representatives.

Reported AUM
$15M
Discretionary
99%
Accounts
775
Average account
$194K
Employees
4
Advisory reps
4
Registered since
2014
Jurisdictions
11

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services
  • Educational Seminars
  • Financial Planning
  • Individuals or Small Business
  • Portfolio Management for Businesses or Institutional Clients
Client types
  • Charities and Non-Profits
  • Corporations/Businesses
  • High Net Worth Individuals
  • Individuals
  • Pension/Profit Sharing Plan
Fee structure
Fixed Fees, Hourly Charges and Percentage of Assets

Executive officers 2 of 2

Advisory reps 3 of 4

1 more advisory rep, with emails, phones and branch locations

Location

Headquarters
1700 Woodlands Dr Ste 100
Maumee, OH 43537
County
Lucas
Metro area
Toledo, OH
Region
Midwest

Registrations

Every state, with registration dates

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