Atvantis Wealth Management, LLC

Overview

Atvantis Wealth Management, LLC is registered as a limited liability company and is structured with ownership that includes both a foreign entity and an individual. FINTRX classifies the firm as unclassified rather than under a specific advisor category. Its advisory mandate, as recorded, is portfolio management for individuals and small businesses as well as for businesses or institutions. The firm employs a mix of fee arrangements — percentage of AUM, fixed fees, and performance-based fees. FINTRX notes that Atvantis is not an active ESG investor and is not identified as a multi-state adviser, pension consultant, or related adviser. Industry affiliations listed for the firm include other investment adviser relationships and an insurance company connection.

Assets & Accounts

Location & Offices