Legal · Regulatory
Disclosures
Legal Documents
Registration & Regulatory Status
ATVANTIS Wealth Management, LLC is a registered investment advisor in the state of South Carolina.
ATVANTIS Wealth Management, LLC is registered with the National Futures Association (NFA) as both a Commodity Trading Advisor (CTA) and Commodity Pool Operator (CPO), under the oversight of the Commodity Futures Trading Commission (CFTC).
ATVANTIS Wealth Management, LLC provides services only in jurisdictions where it is properly registered, notice-filed, or exempt from registration. Access to this website does not constitute a solicitation in any jurisdiction where such solicitation would be unlawful.
General Investment Disclaimer
Information provided on this website is for informational and educational purposes only and should not be relied upon as a recommendation, offer, or solicitation to buy or sell any securities, commodities, futures, options, or other financial instruments, or to adopt any investment strategy. Any such offer or solicitation will be made only in compliance with applicable laws and regulations and, where required, pursuant to appropriate offering documents.
This website should not be construed as legal, tax, or other professional advice. Individuals are encouraged to consult their own qualified advisers before entering into any advisory relationship. Advisory services are provided only pursuant to a written agreement and after the firm has obtained sufficient information about a client's financial circumstances and objectives.
Accuracy of Information
Neither ATVANTIS Wealth Management, LLC, nor any of its advisers, officers, directors, or affiliates represent that the information presented on this website is accurate, current, or complete, and such information is subject to change without notice. Any performance information should be considered in conjunction with applicable disclosures, and past performance is not indicative of future results.
Access Restrictions
Notwithstanding the foregoing, you are not entitled to access this site if doing so would involve a violation of any applicable law or regulation. ATVANTIS Wealth Management, LLC reserves the right to restrict or terminate access to the site at its discretion.
ATVANTIS Wealth Management, LLC may revise these disclosures at any time by updating this posting. You should periodically review this page for updates.
Access Restrictions
Our current Form ADV Part 2A (Brochure) and Form ADV Part 2B (Brochure Supplement) are available for download below. If you prefer to receive a printed copy or have questions about the contents, please contact us:
ATVANTIS Wealth Management, LLC
40 Calhoun St, Suite 250-G
Charleston, SC 29401
Phone: +1 (843) 377-6921
Email: Please use our contact form
For informational purposes only. Not investment advice. Past performance is not indicative of future results. Registration does not imply a certain level of skill or training. ATVANTIS Wealth Management, LLC is a registered investment adviser in the state of South Carolina and a registered member of the National Futures Association (NFA) as a Commodity Trading Advisor (CTA) and Commodity Pool Operator (CPO) under the oversight of the Commodity Futures Trading Commission (CFTC). Advisory services are provided only to clients in jurisdictions where the firm is properly registered or exempt from registration.