RIA Intel›Advisers›ATLANTIS INVESTMENT COACHING, LLC

ATLANTIS INVESTMENT COACHING, LLC

Advisory

SAN JUAN, PR

Data as of Aug 26, 2026 · Source: SEC Form ADV

Average account

$228K

across 256 accounts

AUM per adviser

$19M

3 advisers

Source: SEC Form ADV. Figures as filed Aug 26, 2026.

Total AUM

$58M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

4

Assets Under Management

Total AUM$58M

Discretionary AUM$0

Non-Discretionary AUM$58M

Discretionary %0%

Total Clients122

Team

Total Employees4

Investment Advisers3

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InPR, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

122 clients

14 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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