Walker H. Coleman

ATVANTIS WEALTH MANAGEMENT

CHARLESTON, SC 29401

CRD#: 8189980

Some features on this profile are disabled

Professional summary

Walker Hamilton Coleman is a registered financial advisor currently at ATVANTIS WEALTH MANAGEMENT, LLC located in Charleston, South Carolina.

Walker is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2026. Walker has worked at 1 firm and has passed the Series 65 and Series 3 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Walker Hamilton Coleman's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

March 31, 2026 - Present

ATVANTIS WEALTH MANAGEMENT, LLC

Office #1: 40 Calhoun St., Suite 250-g, Charleston, SC 29401

RIA

CRD#: 339074

CHARLESTON, SC

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

South Carolina
(3/31/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 8/7/2025

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 3

Date: 12/9/2025

National Commodity Futures Examination

Current Firm

ATVANTIS WEALTH MANAGEMENT, LLC

CRD#: 339074 / SEC#:

South Carolina

Registered Investment Advisory firm - (3/31/2026 Approved)

PREMIUM

Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.

Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.

Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

40 Calhoun St., Suite 250-g, Charleston, SC 29401

Mailing Address

Phone number

(843) 209-3842

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Jeremy Ellisor

CONVERGENT FINANCIAL GROUP

IAR

MOUNT PLEASANT, SC

Roger Johnson

ACT ADVISORS

IAR

Mt. Pleasant, SC

Jackson Tiller

NYLIFE SECURITIES LLC

CHARLESTON, SC

Why AdvisorCheck

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Walker H. Coleman

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Walker Hamilton Coleman's CRS (Customer Relationship Summary).

Certified licenses

Experience

ATVANTIS WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 8/7/2025

Series 3

Date: 12/9/2025

Current Firm

ATVANTIS WEALTH MANAGEMENT, LLC

Contact information

Documents

Red Flags

Company Information

ATVANTIS WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

Similar Advisors