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Atlantis Wealth Advisors
Atlantis Wealth Advisors is an independent Ohio-based wealth manager founded in 2013, advising individuals, pension plans, trusts, and corporations.
Atlantis Wealth Advisors
Atlantis Wealth Advisors was established in 2013 and is headquartered in Maumee, Ohio. The firm provides asset management, financial planning, and consulting services to a client base that includes individuals, pension plans, trusts, and corporations. Its service model combines elements of a registered investment advisor with the planning focus of a traditional wealth management practice. The firm's strategy centers on delivering integrated financial advice rather than operating a single proprietary investment product. Atlantis Wealth Advisors does not publicly disclose a dedicated fund structure or direct deal flow, operating instead as a consulting-driven wealth manager. It advises on asset allocation and manager selection, with a client footprint concentrated in the US Midwest. Team size and total assets under advisement are not publicly disclosed. The firm maintains no known additional offices, adjacent investment vehicles, or philanthropic foundations. No recent operational events — fund closes, key hires, or structure changes — have been publicly verifiable within the last 24 months. Atlantis Wealth Advisors differentiates structurally by operating as an independent, non-broker-dealer advisory firm in a market segment often dominated by larger wirehouses and national RIAs. Its independence allows for open-architecture investment selection without product-manufacturing conflicts.
General information
Firm type
Consultant
Year founded
2013
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Maumee
Corporate office
Maumee, OH, United States
Frequently asked questions
Who are the key investment decision-makers at Atlantis Wealth Advisors?
Atlantis Wealth Advisors has not publicly disclosed its leadership team or named principals. As a small independent advisory firm, investment decisions likely rest with the founder or a small internal investment committee, but specific names and roles are not available in public records or the firm's official communications.
Does Atlantis Wealth Advisors manage proprietary funds or select third-party managers?
Based on its registration and service description, Atlantis Wealth Advisors functions primarily as an advisory and consulting firm rather than a proprietary fund manager. The firm's disclosure that it advises on asset management suggests it operates on an open-architecture basis, selecting third-party managers or constructing portfolios from external investment products, though the exact approach has not been publicly detailed.
What client types does Atlantis Wealth Advisors serve?
The firm advises a mixed client base of individuals, pension plans, trusts, and corporations per public records. This blend of retail and institutional clients is typical of a regional wealth management practice, though the firm has not publicly broken down its client composition or stated a minimum asset threshold for new relationships.
Is Atlantis Wealth Advisors affiliated with a broker-dealer or insurance company?
There is no public evidence of an affiliation with a broker-dealer or insurance company. Atlantis Wealth Advisors appears to operate as an independent registered investment advisor, which structurally supports a fee-only, fiduciary approach, though the firm has not publicly confirmed its specific compensation model.
Where does Atlantis Wealth Advisors conduct business geographically?
The firm's sole known office is in Maumee, Ohio, a suburb of Toledo. Its client concentration is likely regional — serving the Ohio and Great Lakes Midwest market — though the firm may advise clients in other states through standard SEC or state registration, which it has not publicly disclosed.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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