ATLANTIS WEALTH ADVISORS LLC
CRD #169956 SEC #801-79013 MAUMEE, OH 419-794-0538
SEC Registered Private Funds
Total AUM
$146.7M
Discretionary
$142.3M
Employees
4
Clients
101
Accounts
773
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $146.7M | $142.3M | $4.4M | 4 | 0 |
| Mar 2024 | $141.4M | $141.2M | $243.9K | 6 | 0 |
| Mar 2023 | $113.1M | $111M | $2M | 4 | 0 |
| Aug 2022 | $135.9M | $135.9M | $0 | 6 | 0 |
| Mar 2022 | $135.9M | $135.9M | $0 | 6 | 0 |
| May 2021 | $138.4M | $138.4M | $0 | 8 | 0 |
| Mar 2021 | $138.4M | $138.4M | $0 | 8 | 0 |
| Sep 2020 | $141.9M | $141.9M | $0 | 10 | 0 |
| Jul 2020 | $141.9M | $141.9M | $0 | 10 | 0 |
| Jul 2020 | $141.9M | $141.9M | $0 | 10 | 0 |
| Jun 2020 | $141.9M | $141.9M | $0 | 10 | 0 |
| Apr 2020 | $141.9M | $141.9M | $0 | 10 | 0 |
| Mar 2020 | $141.9M | $141.9M | $0 | 10 | 0 |
| Jun 2019 | $156.4M | $156.4M | $0 | 12 | 0 |
| Mar 2019 | $156.4M | $156.4M | $0 | 12 | 0 |
| Dec 2018 | $80.2M | $80.2M | $0 | 8 | 476 |
| Dec 2018 | $80.2M | $80.2M | $0 | 8 | 476 |
| Mar 2018 | $80.2M | $80.2M | $0 | 8 | 476 |
| Mar 2018 | $113.3M | $113.3M | $0 | 6 | 0 |
| Sep 2017 | $113.3M | $113.3M | $0 | 6 | 26 |
| Sep 2017 | $113.3M | $113.3M | $0 | 6 | 26 |
| May 2017 | $113.3M | $113.3M | $0 | 6 | 26 |
| Mar 2017 | $113.3M | $113.3M | $0 | 6 | 26 |
| Dec 2016 | $54M | $54M | $0 | 6 | 26 |
| Nov 2016 | $54M | $54M | $0 | 6 | 26 |
| May 2016 | $54M | $54M | $0 | 6 | 26 |
| Mar 2016 | $54M | $54M | $0 | 4 | 26 |
| Aug 2015 | $0 | $0 | $0 | 3 | 0 |
| Jun 2015 | $0 | $0 | $0 | 1 | 0 |
| Mar 2015 | $0 | $0 | $0 | 1 | 0 |
| Sep 2014 | $0 | $0 | $0 | 12 | 0 |
| Jan 2014 | $0 | $0 | $0 | 12 | 0 |
| Dec 2013 | $0 | $0 | $0 | 12 | 0 |
DateMar 2025
Total AUM$146.7M
Discretionary$142.3M
Non-Disc.$4.4M
Employees4
Clients0
DateMar 2024
Total AUM$141.4M
Discretionary$141.2M
Non-Disc.$243.9K
Employees6
Clients0
DateMar 2023
Total AUM$113.1M
Discretionary$111M
Non-Disc.$2M
Employees4
Clients0
DateAug 2022
Total AUM$135.9M
Discretionary$135.9M
Non-Disc.$0
Employees6
Clients0
DateMar 2022
Total AUM$135.9M
Discretionary$135.9M
Non-Disc.$0
Employees6
Clients0
DateMay 2021
Total AUM$138.4M
Discretionary$138.4M
Non-Disc.$0
Employees8
Clients0
DateMar 2021
Total AUM$138.4M
Discretionary$138.4M
Non-Disc.$0
Employees8
Clients0
DateSep 2020
Total AUM$141.9M
Discretionary$141.9M
Non-Disc.$0
Employees10
Clients0
DateJul 2020
Total AUM$141.9M
Discretionary$141.9M
Non-Disc.$0
Employees10
Clients0
DateJul 2020
Total AUM$141.9M
Discretionary$141.9M
Non-Disc.$0
Employees10
Clients0
DateJun 2020
Total AUM$141.9M
Discretionary$141.9M
Non-Disc.$0
Employees10
Clients0
DateApr 2020
Total AUM$141.9M
Discretionary$141.9M
Non-Disc.$0
Employees10
Clients0
DateMar 2020
Total AUM$141.9M
Discretionary$141.9M
Non-Disc.$0
Employees10
Clients0
DateJun 2019
Total AUM$156.4M
Discretionary$156.4M
Non-Disc.$0
Employees12
Clients0
DateMar 2019
Total AUM$156.4M
Discretionary$156.4M
Non-Disc.$0
Employees12
Clients0
DateDec 2018
Total AUM$80.2M
Discretionary$80.2M
Non-Disc.$0
Employees8
Clients476
DateDec 2018
Total AUM$80.2M
Discretionary$80.2M
Non-Disc.$0
Employees8
Clients476
DateMar 2018
Total AUM$80.2M
Discretionary$80.2M
Non-Disc.$0
Employees8
Clients476
DateMar 2018
Total AUM$113.3M
Discretionary$113.3M
Non-Disc.$0
Employees6
Clients0
DateSep 2017
Total AUM$113.3M
Discretionary$113.3M
Non-Disc.$0
Employees6
Clients26
DateSep 2017
Total AUM$113.3M
Discretionary$113.3M
Non-Disc.$0
Employees6
Clients26
DateMay 2017
Total AUM$113.3M
Discretionary$113.3M
Non-Disc.$0
Employees6
Clients26
DateMar 2017
Total AUM$113.3M
Discretionary$113.3M
Non-Disc.$0
Employees6
Clients26
DateDec 2016
Total AUM$54M
Discretionary$54M
Non-Disc.$0
Employees6
Clients26
DateNov 2016
Total AUM$54M
Discretionary$54M
Non-Disc.$0
Employees6
Clients26
DateMay 2016
Total AUM$54M
Discretionary$54M
Non-Disc.$0
Employees6
Clients26
DateMar 2016
Total AUM$54M
Discretionary$54M
Non-Disc.$0
Employees4
Clients26
DateAug 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateJun 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateMar 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateSep 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees12
Clients0
DateJan 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees12
Clients0
DateDec 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees12
Clients0