Atlantis Wealth Management

Atlantis Wealth Management (CRD# 142044) is a financial advisory firm headquartered in , . They manage $4,000,000 in 12 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    4
    MILLION
  • Total Number of Accounts
    12
    ACCOUNTS
  • Average Account Value
    $333,333
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL

Financial Advisors at Atlantis Wealth Management
Showing 1 - 1 of 1 top financial advisors.
1
Yann Kostic
CRD#: 5291275
,
93
Wealthminder
score

Yann Kostic (CRD# 5291275) is an Investment Advisor Representative working at Atlantis Wealth Management in , and has over 16 years of experience in the finance industry.

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