Steven Elliott Zerbarini

Atlantis Wealth Advisors LLC

28 Years of Experience

1 DisclosureSells Insurance

View SEC Summary

Areas of Practice

Financial Planning & CoachingInvestment ManagementRetirement PlanningTax PlanningEstate Planning

Atlantis Wealth Advisors LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

4 advisors

Number of Clients

319 clients

Average Client Portfolio

$460K average

Assets Under Management

$146.7M

Fee Structure

Minimum Investment:None

Location

PO Box 1195, Dunedin, FL, 34697

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History

Regulatory History (1)

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Regulatory

April 2019

Final

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Other Business ActivitiesSells Insurance

Steven owns Sower Wealth Group, a DBA, dedicating nearly full-time hours to it. He also owns Sower Wealth LLC for tax preparation and insurance sales (fixed annuities, life/health, long-term care, disability), and Sower Realty, Inc. as a real estate broker.