Atlantis Wealth Advisors LLC
● SEC registered since 2014CRD 169956SEC# 801-79013Maumee, OH
Reg. AUM
$150.2M
Employees
4
Accounts
775
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 $150.2 million in regulatory assets under management and employs 4 people.
Atlantis Wealth Advisors LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Darren Thaddaeus Munn Control | Ceo/Managing Member | Over 75% | 2013 |
| Frank P Echelmeyer Control | Chief Compliance Officer | Under 5% | 2022 |
Frequently asked questions
How much does Atlantis Wealth Advisors LLC manage?
Atlantis Wealth Advisors LLC reports $150.2 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
| Address | 1700 Woodlands Dr., Suite 100, Maumee, OH 43537 |
| Phone | 419-794-0538 |
| Fax | 419-794-0539 |
| Office hours | 9-5 |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$150.2M▲ 2%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 83%
Larger than 17% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$150.2Mregulatory AUM
Discretionary $148.3MNon-discretionary $1.9M