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Atvantis Wealth Management
ATVANTIS WEALTH MANAGEMENT, LLC is a state-registered investment adviser in Charleston, SC. It has 2 employees and 1 investment adviser. The firm is based in...
Overview
ATVANTIS WEALTH MANAGEMENT, LLC is a state-registered investment adviser in Charleston, SC. It has 2 employees and 1 investment adviser. The firm is based in Charleston.
General information
Firm type
Multi Family Office
Frequently asked questions
Who runs investment decisions at Atvantis Wealth Management?
Atvantis does not publicly name its investment committee or chief investment officer. The firm operates as a professional advisory team, with investment decisions made internally through a committee structure. Principals are not identified in public records.
Does Atvantis publish its AUM or client number?
Atvantis does not disclose assets under management, number of client families, or minimum account sizes. The firm maintains a low public profile, with no AUM figures available in SEC filings or marketing materials.
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