DFX Intelligence

Data Factory

RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

ATLANTIS WEALTH ADVISORS LLC

CRD 169956

MAUMEE, OH

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:def037c9-c58d-da08-e8ca-11bb1bcdaa4e

Data as of Mar 24, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 3:26 AM UTC and rebuilt at most every 15 minutes.

Relationships: 18
Dated events: 6
On other graphs: 0
Observed: Dec 23, 2013 to Mar 24, 2026
38 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.92 fund_share=0.0 institutional_share=0.01 related_bd=false related_bank=false bd_reps=1.0
Regulatory AUM: $150MItem 5.F on the latest filing (2026-03-24); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $148M
Private client RAUM: $139MderivedItem 5.D individuals plus high net worth individuals
Private client share: 92%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 4
RAUM per advisor: $37.5Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 4
Advisory employees: 4
Offices: 4Schedule D 1.F, beyond the principal office
Accounts: 775
Individual clients: 223
High net worth clients: 25
Custody, client assets: $0
SEC number: 801-79013
CRD: 169956
Filings on the tape: 38
First filed: Dec 23, 2013
Latest filed: Mar 24, 2026
Organised: Limited Liability Company, OH
Website: camelotportfolios.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
TODD ROBERT RHINE	Certified Financial Planner	HILTON HEAD ISLAND, SC	11	37	1	yes
RICHARD LEE HORNER	n/a	MAUMEE, OH \| ELKHART, IN	11	34	2	no
MUHAMMED-KABEER OLAREWAJU GBAJA-BIAMILA	Certified Financial Planner	Appleton, WI \| MAUMEE, OH	7	12	2	no
STEVEN ELLIOTT ZERBARINI	n/a	Dunedin, FL \| MAUMEE, OH \| Clearwater, FL	7	29	2	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
ECHELMEYER, FRANK, P	CHIEF COMPLIANCE OFFICER	Na	yes	08/2022	Aug 2, 2022	Mar 21, 2024
MUNN, DARREN, THADDAEUS	CEO/MANAGING MEMBER	E	yes	12/2013	Dec 23, 2013	Mar 21, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
CAMELOT PORTFOLIOS, LLC	n/a	Independent wealth	$272M	Y	yes	n/a
MUNN WEALTH MANAGEMENT, LLC	n/a	Independent wealth	$242M	N	yes	n/a
CAMELOT EVENT-DRIVEN ADVISORS, LLC	n/a	Asset manager	$108M	N	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Elkhart	In	United States	1	no
HILTON HEAD ISLAND	Sc	United States	1	yes
n/a	n/a	n/a	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 24, 2026	$150M	$148M	4	4	4	n/a	n/a
2024	Mar 18, 2025	$147M	$142M	4	4	4	n/a	n/a
2023	Mar 21, 2024	$141M	$141M	6	6	4	n/a	n/a
2022	Mar 30, 2023	$113M	$111M	4	4	4	n/a	n/a
2021	Mar 31, 2022	$136M	$136M	6	5	4	n/a	n/a
2020	Mar 31, 2021	$138M	$138M	8	8	5	n/a	n/a
2019	Mar 30, 2020	$142M	$142M	10	10	7	n/a	n/a
2018	Mar 28, 2019	$156M	$156M	12	12	8	n/a	n/a
2017	Mar 30, 2018	$80.2M	$80.2M	8	8	8	n/a	n/a
2016	Mar 29, 2017	$113M	$113M	6	6	n/a	n/a	n/a
2015	Mar 30, 2016	$54.0M	$54.0M	4	4	n/a	n/a	n/a
2014	Mar 31, 2015	$0	$0	1	1	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	1

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$150M	$147M	2.4%	$113M	9.9%	4	4	4	4

Relationships

Affiliated with (6)

← MUNN WEALTH MANAGEMENT, LLCRegistered adviserother investment adviser, common control
factForm ADV
← CAMELOT PORTFOLIOS, LLCRegistered adviserother investment adviser, control, common control
factForm ADV
→ CAMELOT PORTFOLIOS, LLCRegistered adviserother investment adviser, control, common control
factForm ADV
→ MUNN WEALTH MANAGEMENT, LLCRegistered adviserother investment adviser, common control
factForm ADV
→ CAMELOT EVENT-DRIVEN ADVISORS, LLCRegistered adviserother investment adviser, common control
factForm ADV
← CAMELOT FUNDS, LLCRegistered adviserother investment adviser, common control
factForm ADV

Registered with (10)

← STEVEN ELLIOTT ZERBARINIAdvisorregistration: current employment
Feb 28, 2019 to presentfactForm ADV
← MUHAMMED-KABEER OLAREWAJU GBAJA-BIAMILAAdvisorregistration: current employment
Dec 18, 2018 to presentfactForm ADV
← RICHARD LEE HORNERAdvisorregistration: current employment
Aug 31, 2015 to presentfactForm ADV
← TODD ROBERT RHINEAdvisorregistration: current employment
Jun 4, 2015 to presentfactForm ADV
← DARREN THADDAEUS MUNNAdvisorregistration: previous registration
Sep 11, 2017 to Dec 31, 2023factForm ADV
← FRANK P ECHELMEYERAdvisorregistration: previous registration
Sep 11, 2017 to Dec 31, 2023factForm ADV
← JOSEPH PAUL HARMONAdvisorregistration: previous registration
Mar 26, 2018 to Jan 10, 2022factForm ADV
← DONALD ALBERT LUEKEAdvisorregistration: previous registration
Mar 24, 2017 to Aug 31, 2020factForm ADV
← Michael Nolan WoodAdvisorregistration: previous registration
Sep 2, 2017 to Jul 1, 2019factForm ADV
← JOHN ROBERT BURCHAdvisorregistration: previous registration
Sep 24, 2014 to Apr 11, 2019factForm ADV

Controls (2)

← MUNN, DARREN, THADDAEUSOwnerCEO/MANAGING MEMBER, ownership code E, individual
Dec 23, 2013 to Mar 21, 2024factForm ADV
← ECHELMEYER, FRANK, POwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Aug 2, 2022 to Mar 21, 2024factForm ADV

Dated events

Occurred
Dec 31, 2023
Advisor changed firm
Darren Thaddaeus Munn left Atlantis Wealth Advisors Llc for Munn Wealth Management, Llc (registered 2017-09-11)
Form ADVobserved 4 days ago
Occurred
Dec 31, 2023
Advisor departed, no destination yet
Frank P Echelmeyer no longer registered at Atlantis Wealth Advisors Llc; no later IA registration on IAPD
Form ADVobserved 4 days ago
Occurred
Aug 2, 2022
Control person joined
P Frank Echelmeyer (Chief Compliance Officer) appeared on Schedule A of Atlantis Wealth Advisors Llc
Form ADVobserved 4 days ago
Occurred
Aug 2, 2022
Control person left
Cooper Ashleigh Swayze (Chief Compliance Officer) no longer on Schedule A of Atlantis Wealth Advisors Llc (listed 2022-03-31, absent 2022-08-02)
Form ADVobserved 4 days ago
Occurred
Jan 10, 2022
Advisor changed firm
Joseph Paul Harmon left Atlantis Wealth Advisors Llc for Rcplanners (registered 2021-06-08)
Form ADVobserved 4 days ago
Occurred
Dec 23, 2013
First Form ADV filing
Camelot Advisors, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:def037c9-c58d-da08-e8ca-11bb1bcdaa4e
First observed: Dec 23, 2013
Last observed: Mar 24, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

ATLANTIS WEALTH ADVISORS LLC

CRD 169956

MAUMEE, OH

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:def037c9-c58d-da08-e8ca-11bb1bcdaa4e

Data as of Mar 24, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 3:26 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

TODD ROBERT RHINE

Certified Financial Planner

HILTON HEAD ISLAND, SC

yes

RICHARD LEE HORNER

n/a

MAUMEE, OH | ELKHART, IN

MUHAMMED-KABEER OLAREWAJU GBAJA-BIAMILA

Certified Financial Planner

Appleton, WI | MAUMEE, OH

STEVEN ELLIOTT ZERBARINI

n/a

Dunedin, FL | MAUMEE, OH | Clearwater, FL

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

ECHELMEYER, FRANK, P

CHIEF COMPLIANCE OFFICER

yes

08/2022

Aug 2, 2022

Mar 21, 2024

MUNN, DARREN, THADDAEUS

CEO/MANAGING MEMBER

yes

12/2013

Dec 23, 2013

Mar 21, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

CAMELOT PORTFOLIOS, LLC

n/a

Independent wealth

$272M

yes

n/a

MUNN WEALTH MANAGEMENT, LLC

n/a

Independent wealth

$242M

yes

n/a

CAMELOT EVENT-DRIVEN ADVISORS, LLC

n/a

Asset manager

$108M

yes

n/a

City

State

Country

Employees

Also broker-dealer

Elkhart

United States

HILTON HEAD ISLAND

United States

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 24, 2026

$150M

$148M

n/a

2024

Mar 18, 2025

$147M

$142M

n/a

2023

Mar 21, 2024

$141M

n/a

2022

Mar 30, 2023

$113M

$111M

n/a

2021

Mar 31, 2022

$136M

n/a

2020

Mar 31, 2021

$138M

n/a

2019

Mar 30, 2020

$142M

n/a

2018

Mar 28, 2019

$156M

n/a

2017

Mar 30, 2018

$80.2M

n/a

2016

Mar 29, 2017

$113M

n/a

2015

Mar 30, 2016

$54.0M

n/a

2014

Mar 31, 2015

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$150M

$147M

2.4%

$113M

9.9%