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Atlantis Wealth Advisors LLC

● SEC registered since 2014CRD 169956SEC# 801-79013Maumee, OH
Export (members)
Reg. AUM
$146.7M
Employees
4
Accounts
773
Location
Maumee, OH

Atlantis Wealth Advisors LLC assets under management

Atlantis Wealth Advisors LLC is an SEC-registered investment adviser based in Maumee, OH. The firm has been registered since 2014. It reports $146.7 million in regulatory assets under management and employs 4 people.
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Atlantis Wealth Advisors LLC owners & executives

2 reported
NameTitleOwnershipSince
Darren Thaddaeus Munn ControlCeo/Managing MemberOver 75%2013
Frank P Echelmeyer ControlChief Compliance OfficerUnder 5%2022

Frequently asked questions

How much does Atlantis Wealth Advisors LLC manage?

Atlantis Wealth Advisors LLC reports $146.7 million in regulatory assets under management on its Form ADV.

How many employees does Atlantis Wealth Advisors LLC have?

Atlantis Wealth Advisors LLC reports 4 employees.

Where is Atlantis Wealth Advisors LLC located?

Atlantis Wealth Advisors LLC is based in Maumee, OH and has been SEC-registered since 2014.

Does Atlantis Wealth Advisors LLC disclose fund performance?

Atlantis Wealth Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1700 Woodlands Dr., Suite 100, Maumee, OH 43537
Phone419-794-0538
Fax419-794-0539
Office hours5-Sep
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$142.3M
Non-discretionary$4.4M
Total (RAUM)$146.7M