Atlantis Wealth Advisors provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and educational seminars. Financial planning was provided to 101–250 clients last fiscal year.
Atlantis Wealth Advisors reports 338 clients. They include 223 individual clients, 86 corporations and other businesses, and 25 high-net-worth individuals. Of its assets, 98.7% ($148M across 676 accounts) are managed with discretion; $1.89M across 99 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 66% | 31% |
| High-net-worth individuals | 7% | 62% |
| Banking or thrift institutions | Fewer than 5 | 0% |
| Pension and profit-sharing plans | <1% | <1% |
| Charitable organizations | <1% | <1% |
| Other client typesState or municipal government entities; Other investment advisers; Insurance companies; Sovereign wealth funds and foreign official institutions; Corporations and other businesses | 25% | 7% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 223 | $46M | 30.6% | $206K |
| High-net-worth individuals | 25 | $92.9M | 61.8% | $3.71M |
| Banking or thrift institutions | Fewer than 5 | $0 | 0.0% | — |
| Pension and profit-sharing plans | Fewer than 5 | $259K | 0.2% | $129K |
| Charitable organizations | Fewer than 5 | $1.1M | 0.7% | $550K |
| State or municipal government entities | Fewer than 5 | $0 | 0.0% | — |
| Other investment advisers | Fewer than 5 | $0 | 0.0% | — |
| Insurance companies | Fewer than 5 | $0 | 0.0% | — |
| Sovereign wealth funds and foreign official institutions | Fewer than 5 | $0 | 0.0% | — |
| Corporations and other businesses | 86 | $10M | 6.7% | $116K |
| Total | 338 | $150M | 100% | — |
- Clients
- 223
- Regulatory AUM
- $46M
- AUM share
- 30.6%
- Avg. per client
- $206K
- Clients
- 25
- Regulatory AUM
- $92.9M
- AUM share
- 61.8%
- Avg. per client
- $3.71M
- Clients
- Fewer than 5
- Regulatory AUM
- $0
- AUM share
- 0.0%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $259K
- AUM share
- 0.2%
- Avg. per client
- $129K
- Clients
- Fewer than 5
- Regulatory AUM
- $1.1M
- AUM share
- 0.7%
- Avg. per client
- $550K
- Clients
- Fewer than 5
- Regulatory AUM
- $0
- AUM share
- 0.0%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $0
- AUM share
- 0.0%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $0
- AUM share
- 0.0%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $0
- AUM share
- 0.0%
- Avg. per client
- —
- Clients
- 86
- Regulatory AUM
- $10M
- AUM share
- 6.7%
- Avg. per client
- $116K
Total
- Clients
- 338
- Regulatory AUM
- $150M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 101–250
Atlantis Wealth Advisors charges 0.50%–2.00% a year for its Asset Management. The fee is billed in advance or in arrears and is negotiable. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Financial Consulting
- Financial consulting is a fixed fee of $500 to $4,000 per annum, a guide that is negotiable.
- Financial Planning
- Financial planning is billed at $125 to $350 an hour or as a fixed fee of $0 to $15,000, a guide that is negotiable.
Darren Munn owns 75% or more of Atlantis Wealth Advisors. The leadership team of Atlantis Wealth Advisors includes Chief Compliance Officer Frank Echelmeyer. It has 4 employees.
Staff
- 4 employees
- 4 in advisory functions
- 4 state-registered reps
- 1 broker-dealer rep
- 1 insurance agent
- 4 soliciting firms
- Owns 75% or more of Atlantis Wealth Advisors LLC
Darren Munn
Control person · since December 2013
Atlantis Wealth Advisors’ regulatory assets grew from $138M (May 2021) to $150M (March 2026); clients fell from 406 to 338 and employees from 8 to 4.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $150M | 338 | 4 | 5 |
| Mar 2025March 2025 | $147M | 319 | 4 | 5 |
| Mar 2024March 2024 | $141M | 359 | 6 | 5 |
| Mar 2023March 2023 | $113M | 352 | 4 | 5 |
| Mar 2022March 2022 | $136M | 382 | 6 | 5 |
| May 2021May 2021 | $138M | 406 | 8 | 6 |
Besides its headquarters, Atlantis Wealth Advisors has 4 offices (2 private residences, listed without an address), with 3 listed addresses across 3 states.
Indiana · 1 listed address
- 2300 Middlebury St., Elkhart
Ohio · 1 listed address
- 1700 Woodlands DR., Suite 100, MaumeeHQ
South Carolina · 1 listed address
- 21 Cardinal Road, Hilton Head Island
Other business names
Atlantis Wealth Advisors has reported 4 other business names to the SEC.
- Horner Investment Group
- Sower Wealth Group
- Todd Rhine Planning and Financial Profile Clinic, Inc.
- Yoseph Financial Storehouse
Contact and registration details
- Legal name
- Atlantis Wealth Advisors LLC
- Headquarters
- 1700 Woodlands DR., Suite 100, Maumee, OH 43537
- Website
- atlantiswealthadvisors.com
- Phone
- 419-794-0538
- SEC file
- 801-79013
- Structure
- Ohio LLC
- Fiscal year end
- December
Atlantis Wealth Advisors’ named custodians for separately managed accounts are Fidelity ($105M, 78%), Interactive Brokers ($27.1M, 20%) and Folio Investments ($2.35M, 2%). Atlantis Wealth Advisors does not have custody of client assets.
- FidelityNational Financial Services LLC · Boston, MA · $105M78%
- Folio InvestmentsFolio Investments, Inc. · New York, NY · $2.35M2%
- Interactive BrokersInteractive Brokers Corp. · Greenwich, CT · $27.1M20%
At year end, Atlantis Wealth Advisors’ separately managed accounts were mostly in stocks (55%) and funds (20%).
What the accounts hold
- Stocks55%
- Funds20%
- Registered funds12%
- Pooled vehicles8%
- Cash11%
- Other14%
- Annuities, direct investments14%
How many clients does Atlantis Wealth Advisors have?
Atlantis Wealth Advisors has 338 clients and manages $150 million for them, as of March 2026. They include 223 individual clients, 86 corporations and other businesses, and 25 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 24 March 2026
What services does Atlantis Wealth Advisors offer?
Atlantis Wealth Advisors provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and educational seminars.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Atlantis Wealth Advisors charge?
Atlantis Wealth Advisors charges 0.50%–2.00% a year for its Asset Management. The fee is billed in advance or in arrears and is negotiable.
Source: ATLANTIS WEALTH ADVISORS ADV PART 2A, filed 24 March 2026
Which custodians does Atlantis Wealth Advisors use?
Atlantis Wealth Advisors’ separately managed account assets are held at National Financial Services LLC (Boston, MA), with $105M, Interactive Brokers Corp. (Greenwich, CT), with $27.1M and Folio Investments, Inc. (New York, NY), with $2.35M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 24 March 2026
How many financial advisors does Atlantis Wealth Advisors have?
Atlantis Wealth Advisors has 4 investment adviser representatives registered with state securities authorities, out of 4 employees, and 4 perform investment advisory functions. 1 employee is a registered representative of a broker-dealer and 1 employee is a licensed insurance agent.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Atlantis Wealth Advisors invest in?
At the end of its last fiscal year, Atlantis Wealth Advisors’ separately managed accounts held 55% exchange-traded equities, 14% other, 12% registered funds (mutual funds, ETFs, BDCs), 11% cash and equivalents and 8% pooled vehicles (private funds and similar). The 14% other category is described as: Annuities, Direct Investments.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Atlantis Wealth Advisors?
Atlantis Wealth Advisors’ direct owner is Darren Munn (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 24 March 2026
How does Atlantis Wealth Advisors get paid?
Atlantis Wealth Advisors is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Atlantis Wealth Advisors?
Atlantis Wealth Advisors’ main office is at 1700 Woodlands DR., Suite 100, Maumee, OH 43537. Its phone number is 419-794-0538. Its website is atlantiswealthadvisors.com.
