Atvantis Wealth Management, LLC

Atvantis Wealth Management, LLC, formed in August 2025, provides discretionary and non‑discretionary investment management and investment consulting across traditional and alternative asset classes; the firm currently reports no assets under management and is newly registering with state authorities. The brochure indicates it primarily serves individuals (including high‑net‑worth clients) but also advises on held‑away accounts (e.g., 401(k) and 529 plans), recommends private funds, and may work with other client types under negotiated arrangements.

Atvantis describes an absolute‑return oriented, disciplined approach that emphasizes diversification, risk management, and alignment with each client’s mandate, combining fundamental and quantitative analysis for research and security selection. The firm notes it may use derivatives, limited leverage, or short selling when consistent with client mandates, employs multiple custodians and execution platforms (including Interactive Brokers), and may be engaged under asset‑based or performance‑based fee arrangements where appropriate.

What is distinctive in the brochure is the firm’s international ownership and affiliate network: it is owned by Atvantis Global Advisory AG (Liechtenstein) and a family foundation and is affiliated with German entities (an asset manager authorized under the German WpIG and an insurance broker) as well as Atvantis Capital, which acts as a fund manager to U.S. funds under an exemption. Those affiliations, together with the firm’s explicit readiness to recommend or manage private funds and fund vehicles and its current status as a newly formed adviser with no AUM, set its structure and potential client mix apart from many domestic investment managers.