ATLANTIS WEALTH ADVISORS LLC
A67
CRD 169956·SEC 801-79013·MAUMEE, OH
AUM
$150.2M
$100M-$500M
Est. Revenue
$1.5M
@ 1% on AUM
Est. EBITDA
$451K
@ 30% margin
Est. Deal Value
$3.6M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $156.4M
'21 · $141.9M
'22 · $138.4M
'23 · $135.9M
'25 · $146.7M
'26 · $150.2M
'20'26
$156.4M → $150.2M▼ -4%
Client mix
| Individuals Other | 223 |
| Corporations | 86 |
| Individuals High Net Worth | 25 |
| Pension Profit Sharing Plans | 2 |
| Charitable Organizations | 2 |
Operations
Advisory staff (5-yr trend)
'20 · 12 advisors
'21 · 10 advisors
'22 · 8 advisors
'23 · 5 advisors
'25 · 4 advisors
'26 · 4 advisors
'20'26
12 advisors → 4 advisors▼ -67%
Branches
—
Custodian & Brokerage
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesEducational Seminars Workshops
Filings
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Compliance & brand
All other collected signals (14)
Everything else we've pulled for this record, not yet curated into a section.
Custodian Candidates
Full
| E*trade | 4 |
| Fidelity | 2 |
| Goldman Sachs | 2 |
| Interactive Brokers | 2 |
| Folio Institutional | 1 |
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited