Legal · Brochure
Form ADV Part 2
Disclosure Brochure
As a registered investment adviser, ATVANTIS Wealth Management, LLC is required to provide clients and prospective clients with a written disclosure document, known as the Form ADV. This document contains important information about our firm and our Investment Adviser Representative, including:
- Services offered and investment strategies
- Fee schedules and billing practices
- Types of clients we serve
- Potential conflicts of interest
- Disciplinary history
- Code of ethics and personal trading policies
- Custody arrangements
- Brokerage practices
- Educational background and business experience of our advisory personnel
Access Our Brochure
Our current Form ADV Part 2 is available for download below. We encourage all clients and prospective clients to review this document carefully before entering into an advisory relationship.
Request a Copy
If you would like to receive a printed copy of our Brochure, or if you have any questions about its contents, please contact us:
40 Calhoun St, Suite 250-G
Charleston, SC 29401
Annual Updates
We are required to update our Form ADV at least annually and whenever material changes occur. Clients will receive either a summary of material changes or a copy of the updated Brochure as required by applicable regulations.
Registration as an investment adviser does not imply a certain level of skill or training.