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Atlantis Wealth Advisors LLC

Atlantis Wealth Advisors LLC. CRD 169956

Atlantis Wealth Advisors LLC logo

CRD: 169956

Atlantis Wealth Advisors LLC

Maumee, OH, 43537
4197940538
www.atlantiswealthadvisors.com
$150.2M Total AUM
$148.3M Disc. AUM
10.2% 3Y CAGR
4 Employees
338 ADV. Clients
12 yrs Firm Age

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Firm Details

Custodian
Fidelity/NFS · Folio Investments · Interactive Brokers
Clients
Retail and Institutional
Platforms
--
Established Date
12-01-2013
Office Locations
5

Office Locations

1700 Woodlands Dr. Suite 100 Maumee OH
2300 Middlebury St. Elkhart IN
4321 W. College Avenue Suite 200 Appleton WI

About Atlantis Wealth Advisors LLC

Atlantis Wealth Advisors is an open-architecture RIA platform built to help independent advisors/IARs transition and grow. The team provides structure and delegated support while preserving advisor autonomy and a community of like-minded advisors. Public filings indicate planning-led wealth management with portfolio construction using ETFs and mutual funds, plus tax/estate and insurance planning. The firm also states a 3-year enterprise-value guarantee for joining advisors.

Team overview

49 AVG AGE
$37.5M AVG AUM / ADVISOR
$444.4K AVG AUM / CLIENT
8.9 yrs AVG TENURE
4 Employees
4 Advisory Reps
4 RIA Reps
12yrs Firm Age

Insights

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Asset Classes

Element foundation Radial North pioneer Unison radial Glacier

Client Personas

Vertex oak

Custodian

Frontier atlas Unison quantum Eagle atlas Value

Fund Managers

Element beacon

Investment Themes

Capital Prime legacy Value capital

Investment Vehicles

North Pioneer oak Peak

Platform

Catalyst

Services

Atlas Atlas frontier Fusion pathway Alpha meridian Radial beacon Matrix Alpha quantum

Owner & Executives

D

DARREN THADDAEUS MUNN

Chief Executive Officer, Managing Member, Owner

CRD
#3100611
Ownership
75% or more
(353) 419-1292
peak.vital@capitalcapital.com
in linkedin.com/in/focus-radial
FRANK P ECHELMEYER

FRANK P ECHELMEYER

Chief Compliance Officer

CRD
#4444168
Ownership
Less than 5%
(411) 668-1463
eagle.fusion@capitalcapital.com
in linkedin.com/in/summit-ember

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Contacts

MUHAMMED-KABEER OLAREWAJU GBAJA-BIAMILA

MUHAMMED-KABEER OLAREWAJU GBAJA-BIAMILA

Principal

CRD
#6307839
(750) 801-8654
alpha.atlas@ridgecapital.com
in linkedin.com/in/focus-delta
R

RICHARD LEE HORNER JR

President

CRD
#2210682
(764) 805-7239
prime.foundation@beaconcapital.com
in linkedin.com/in/prime-bridge
Z

Zenith glacier

Insight alpha

CRD
#29573
(339) 351-1888
insight.foundation@summitcapital.com
in linkedin.com/in/catalyst-frontier

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
08-02-2022
03-30-2023
03-21-2024
03-18-2025
03-24-2026
Category Assets AVG. Account size
Discretionary $148,303,332 $219,384
Non-Discretionary $1,891,327 $19,104
Total $150,194,659 $193,800

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Separately Managed Accounts

Total SMA Asset: $150,194,659

$150.2M Total SMA
Equity - Exchange:
10.0%
Other:
9.2%
Public Funds:
33.0%
Cash:
28.4%
Private Funds:
19.4%
Asset class Assets Assets %
Equity - Exchange $463,570,490 10.0%
Other $426,484,851 9.2%
Public Funds $1,529,782,618 33.0%
Cash $1,316,540,192 28.4%
Private Funds $899,326,751 19.4%
Total $4,635,704,902 100.0%

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