MG
CFP
MG
CFP

Muhammed-Kabeer Gbaja-Biamila

12 Years of Experience

Muhammed-Kabeer Gbaja-Biamila is a CFP-designated registered investment advisor at Atlantis Wealth Advisors LLC, based in Appleton, WI, with 12 years of industry experience. Muhammed-Kabeer operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 319 clients with $150M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
319 clients
Average Client Portfolio
$460K average
Assets Under Management
$146.7M

Fee Structure

Planning is included in investment management (also available separately)

AWA generally charges between 0.50% and 2.00% per year of the value of your investments. The exact fee depends on factors like the size of your account and the complexity of your assets. Fees are negotiable.

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Location

4321 W. College Avenue, Suite 200, Appleton, WI, 54914

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Atlantis Wealth Advisors LLC
December 2018 - Present · 7 yrs 4 mos
Previous Registrations
Vestura, LLC
March 2014 - October 2014 · 7 mos
Vestura, LLC
March 2014 - December 2018 · 4 yrs 9 mos
State Registrations2 states
TXWI
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Muhammed-Kabeer Gbaja-Biamila - Financial Advisor | TrueAdvisor