← Tributary

ATLANTIS WEALTH ADVISORS LLC

MAUMEE, OH · CRD 169956 · IAPD ↗ · camelotportfolios.com · 419-794-0538

$150.2MRegulatory AUM
4Advisory reps
4Employees
0Clients
101-250Planning clients
0Private funds
11States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

50
April 2025 — ATLANTIS WEALTH ADVISORS LLC shrank from 6 to 4 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
48
April 2024 — ATLANTIS WEALTH ADVISORS LLC notice-filed in AK, LA, OH, TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
60
April 2024 — ATLANTIS WEALTH ADVISORS LLC reported RAUM up 25% ($113.1M -> $141.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
67
April 2024 — ATLANTIS WEALTH ADVISORS LLC grew from 4 to 6 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.