Atlantis Wealth Advisors LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Maumee, OH. Its latest Form ADV filing, dated March 24, 2026, reports $150M in regulatory assets under management, 4 employees, 4 offices, and 775 accounts.
Assets Under Management
$150M
Employees
4
Offices
4 offices
Total Clients
338
Primary office
MAUMEE, OH
1700 WOODLANDS DR., SUITE 100, MAUMEE, OH, United States
Top client segmentIndividuals represent 66.0% of total clients.
Top client categories% of clientsClients
1
Individuals
66.0%
223
2
Corporations
25.4%
86
3
HNWI
7.4%
25
4
Pension Plans
0.6%
2
5
Charitable
0.6%
2
Categories with <5 clients
Banking or thrift institutions<5 clients
Charitable Organizations<5 clients
Other categories<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$150Mas of March 24, 2026
Discretionary98.7%
$148M
99% of total RAUM98.7%
Non-discretionary1.3%
$2M
1% of total RAUM1.3%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$150M
Total Accounts775
10Y AUM Change+$37M (+32.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee85:1
10Y Employee Change-2 (-33.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.