ATLANTIS WEALTH ADVISORS LLC
SEC RegisteredCamelot Portfolios is a Comprehensive Investment Management Company
About the firm
Since our founding in 2008, Camelot Portfolios has delivered investment solutions that make it easy for Advisors to make their client's calling a reality. From basic capital preservation to complex alternative strategies, they help advisors differentiate and deliver value.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Turnkey portfolio solutions, build-your-own portfolios using individual strategies, custom portfolios for high-net-worth clients, separately managed accounts, mutual funds, private funds, option writing, qualified replacement properties, private equity, highly concentrated position exit strategies, and advanced charitable planning. Access available directly, via TAMP platforms, or through custodians.
Who they serve
Financial advisors and high-net-worth clients
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 223 | $46M |
| High Net Worth Individuals | 25 | $93M |
| Charitable Organizations | 2 | $259k |
| State/Municipal Entities | 2 | — |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
4 advisors in the directory
Regulatory & compliance
Data as of March 24, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. ATLANTIS WEALTH ADVISORS LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.