ATLANTIS WEALTH ADVISORS LLC

Overview

Atlantis Wealth Advisors LLC is an independent registered investment adviser structured as an LLC and operating since 2014. The firm serves both individual and family clients as well as institutional and business clients, offering financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and educational seminars. Atlantis combines advisory services with brokerage and insurance activities: advisors operate as registered representatives of a broker‑dealer and the firm also holds real estate broker and insurance broker functions. The firm is related to another investment adviser and maintains an affiliation with a law firm, which supports its business and client service model. Investment strategy at Atlantis leans toward equities as the core exposure. The firm runs predominantly discretionary portfolios and favors exchange‑traded vehicles for the majority of its invested capital. That equity focus is complemented by active use of separately managed accounts (SMAs), mutual funds for additional diversification, and a suite of alternative allocations — including hedge funds, private placements, direct real estate and REITs — used to broaden sources of return and income. Atlantis is not positioned as an ESG investor.

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