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ATLANTIS WEALTH ADVISORS LLC

UUID1cd76e9e-70e3-5e61-a1af-14bdb1efb380
TypeASSET_MANAGER
Status
Created2025-10-23 02:23:52
Updated2025-10-23 02:23:52

Available Loaders

Identifiers

AuthorityIdentifierDisplayAs OfConfidence
adv_crd 169956 169956 1.0
sec_file_number 801-79013 801-79013

Profile

WebsiteHTTP://CAMELOTPORTFOLIOS.COM/
HQ CityMAUMEE
HQ StateOH
HQ CountryUnited States
AUM (USD)
AUM As OfNone

ADV Metrics

Assets & Accounts

  • RAUM (total)146,702,423.0
  • RAUM (discretionary)142,254,097.0
  • Actionable assets99,851,369.0
  • Accounts773.0

Institutional Clients

  • Government AUM
  • Pension AUM225,820.0
  • Charitable AUM1,253,788.0
  • HNW AUM91,952,658.0

As of 2025-03-18 00:00:00 • Source ia09022025.xlsx

People

NameTitleRoleEmailEvidence
No people recorded.

Outbound Affiliations

RelationOrganizationLast UpdatedEvidence
No outbound affiliations.

Inbound Affiliations

RelationOrganizationLast UpdatedEvidence
No inbound affiliations.

Evidence

No evidence recorded for this organization yet.