{"url":"https://nivawealth.com/firms/atlantis-wealth-advisors-169956","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/169956","regulatoryAum":150194659,"crd":"169956","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"6307839","suffix":null,"lastName":"GBAJA-BIAMILA","firstName":"MUHAMMED-KABEER","middleName":"OLAREWAJU"},{"crd":"2210682","suffix":"JR","lastName":"HORNER","firstName":"RICHARD","middleName":"LEE"},{"crd":"2384366","suffix":null,"lastName":"RHINE","firstName":"TODD","middleName":"ROBERT"},{"crd":"2845669","suffix":null,"lastName":"ZERBARINI","firstName":"STEVEN","middleName":"ELLIOTT"}],"total":4,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-05-13","regulatoryAum":138367282,"clients":406,"employees":8,"offices":6},{"filedOn":"2022-03-31","regulatoryAum":135918161,"clients":382,"employees":6,"offices":5},{"filedOn":"2023-03-30","regulatoryAum":113052575,"clients":352,"employees":4,"offices":5},{"filedOn":"2024-03-21","regulatoryAum":141437574,"clients":359,"employees":6,"offices":5},{"filedOn":"2025-03-18","regulatoryAum":146702423,"clients":319,"employees":4,"offices":5},{"filedOn":"2026-03-24","regulatoryAum":150194659,"clients":338,"employees":4,"offices":5}],"secFileNumber":"801-79013","legalName":"Atlantis Wealth Advisors LLC","displayName":"Atlantis Wealth Advisors","slug":"atlantis-wealth-advisors-169956","website":"https://atlantiswealthadvisors.com/","classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"founded":null,"organization":"Ohio limited liability company","fiscalYearEnd":"December","headquarters":{"street":"1700 Woodlands DR., Suite 100","city":"Maumee","state":"OH","stateName":"Ohio","country":"United States","postalCode":"43537"},"tradeNames":["Horner Investment Group","Sower Wealth Group","Todd Rhine Planning and Financial Profile Clinic, Inc.","Yoseph Financial Storehouse"],"registration":{"secApproved":"3 February 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negotiable.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1024664","versionId":1024664,"submittedOn":"2026-03-24","documentName":"ATLANTIS WEALTH ADVISORS ADV PART 2A"},{"role":"other","program":"Financial Planning","summary":"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.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1024664","versionId":1024664,"submittedOn":"2026-03-24","documentName":"ATLANTIS WEALTH ADVISORS ADV PART 2A"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T14:51:27.836865+00:00","documents":[{"name":"ATLANTIS WEALTH ADVISORS ADV PART 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2013."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":4,"privateResidences":2},"listedOfficeAddresses":3,"foreignOffices":[],"officesByState":[{"state":"Indiana","offices":1,"addresses":[{"street":"2300 Middlebury St.","city":"Elkhart"}]},{"state":"Ohio","offices":1,"addresses":[{"street":"1700 Woodlands DR., Suite 100","city":"Maumee","headquarters":true}]},{"state":"South Carolina","offices":1,"addresses":[{"street":"21 Cardinal Road","city":"Hilton Head Island"}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"419-794-0538","stateRegisteredReps":4,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Hourly charges","Fixed fees (other than subscription fees)"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Portfolio management for businesses (other than small businesses) or institutional clients","Educational seminars/workshops"],"financialPlanningClients":"101-250","assetMix":[{"label":"Exchange-traded equity securities","percent":55},{"label":"Securities issued by registered investment companies or business development companies","percent":12},{"label":"Securities issued by pooled investment vehicles (other than registered investment companies)","percent":8},{"label":"Cash and cash equivalents","percent":11},{"label":"Other","percent":14,"detail":"Annuities, Direct Investments"}],"privateFunds":0},"sources":{"adv1FilingDate":"24 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/169956/PDF/169956.pdf","brochureDate":"24 March 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1024664","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Atlantis Wealth Advisors have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Atlantis Wealth Advisors offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Atlantis Wealth Advisors charge?","answer":"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","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Atlantis Wealth Advisors use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Atlantis Wealth Advisors have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Atlantis Wealth Advisors invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Atlantis Wealth Advisors?","answer":"Atlantis Wealth Advisors’ direct owner is Darren Munn (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 24 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Atlantis Wealth Advisors get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Atlantis Wealth Advisors?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 24 March 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}