Atlantis Wealth Advisors LLC

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Assets Under Management

$146.7M

Number of Clients

319

Number of Advisors

Average Client AUM

$460K

AUM per Advisor

$36.7M

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

Atlantis Wealth Advisors LLC (AWA) offers financial planning and asset management services. They assist with household finances and debt management. Financial plans are tailored to individual client goals. Asset management is offered on a discretionary or non-discretionary basis. AWA also provides financial consulting services.

Fee Structure

Minimum Investment:None

Areas of Practice

Financial Planning & CoachingInvestment ManagementRetirement PlanningTax PlanningEstate Planning

Location

1700 Woodlands Dr., Suite 100, Maumee, OH, 43537

4 Advisors at this firm

CFP

Muhammed-Kabeer Olarewaju Gbaja-Biamila

Richard Lee Horner

Steven Elliott Zerbarini

CFP