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Asset ManagerRIA · CRD 169956SEC-RegisteredPrivate Fund Adviser

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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...

Overview

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

Location

Region

North America

Country

United States

City

Maumee

Corporate office

Maumee, OH, United States

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