Atlantis Wealth Advisors LLC
Atlantis Wealth Advisors LLC is an SEC-registered mass-market adviser in Maumee, OH with $150.2M assets under management (AUM, regulatory AUM), +2% over one year. See who owns Atlantis Wealth Advisors LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 169956, SEC 801-79013, data through 2026-03-24.
- AUM (assets under management / regulatory AUM)
- $150.2M (2026-03-24)
- Firm type
- Mass-Market Adviser
- Location
- Maumee, OH
- Employees
- 4
- Clients
- 338
- CRD
- 169956
- Ownership
- SWAYZE, ASHLEIGH, COOPER; MUNN, DARREN, THADDAEUS; ECHELMEYER, FRANK, P; RUYLE FAMILY IRREVOCABLE TRUST; WYNKOOP, TIMOTHY
How much AUM does Atlantis Wealth Advisors LLC have?
Atlantis Wealth Advisors LLC reported $150.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-24).
Who owns Atlantis Wealth Advisors LLC?
Disclosed owners and executives of Atlantis Wealth Advisors LLC include SWAYZE, ASHLEIGH, COOPER, MUNN, DARREN, THADDAEUS, ECHELMEYER, FRANK, P, RUYLE FAMILY IRREVOCABLE TRUST, WYNKOOP, TIMOTHY. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.