Atlantis Wealth Advisors Llc
- Regulatory AUM
- $150M
- Discretionary
- $148M
- Clients
- 338
- Avg AUM / client
- $444K
- Accounts
- 775
- Employees
- 4
AUM over time
Annual snapshots from Form ADV filings · as of Mar 24, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 223 | $46.0M | 30.6% |
| High net worth individuals | 25 | $92.9M | 61.8% |
| Banking or thrift institutions | Fewer than 5 clients | — | — |
| Pension and profit sharing plans | 2 | $259K | 0.17% |
| Charitable organizations | 2 | $1.1M | 0.73% |
| State or municipal government entities | Fewer than 5 clients | — | — |
| Other investment advisers | Fewer than 5 clients | — | — |
| Insurance companies | Fewer than 5 clients | — | — |
| Sovereign wealth funds and foreign official institutions | Fewer than 5 clients | — | — |
| Corporations and other businesses | 86 | $10.0M | 6.66% |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Darren Thaddaeus Munn | Ceo/Managing Member | CFA | Dec 2013 (13y) | 75% or more |
| Frank P Echelmeyer | Chief Compliance Officer | Aug 2022 (4y) | Less than 5% | |
| Todd Robert Rhine | Registered representative | CFP | Jun 2015 (11y) | |
| Richard Lee Horner | Registered representative | Aug 2015 (11y) | ||
| Muhammed Kabeer Olarewaju Gbaja Biamila | Registered representative | CFP | Dec 2018 (8y) | |
| Steven Elliott Zerbarini | Registered representative | Feb 2019 (7y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/24/2026 | 1.11 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Educational seminars/workshops
Custody
Reported custodians
- National Financial Services (Fidelity) $105M (70% of AUM) Mar 2026
- Charles Schwab & Co. $31.0M (23% of AUM) Aug 2022
- Interactive Brokers $27.1M (18% of AUM) Mar 2026
- Orion Fund Choice $6.3M (4% of AUM) Mar 2024
- Folio Investments, Inc. $2.3M (2% of AUM) Mar 2026
- Goldman Sachs $2.0M (1% of AUM) Mar 2025
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 24, 2026.
View current Form ADV (SEC/IAPD) ↗