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ATLANTIS WEALTH ADVISORS LLC

Tel: 419-794-0538
1700 Woodlands Dr.
Suite 100
Maumee, Ohio  43537

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ATLANTIS WEALTH ADVISORS LLC

ATLANTIS WEALTH ADVISORS LLC is a Maumee, Ohio based financial advisory firm with nearly $141,437,574 in assets under management and provides investment advisory services for 805 clients. There are currently 6 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Education seminars/workshops

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Firm CRD#:

169956

SEC#:

801-79013

No. of Clients:

805

Assets under Management

$141,437,574

No. of Advisors:

6

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