Nautilus Advisors LLC
Nautilus Advisors LLC is an SEC-registered wealth manager in La Jolla, CA with $304.3M assets under management (AUM, regulatory AUM), +29% over one year. See who owns Nautilus Advisors LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 154169, SEC 801-71754, data through 2026-02-25.
- AUM (assets under management / regulatory AUM)
- $304.3M (2026-02-25)
- Firm type
- Wealth Manager
- Location
- La Jolla, CA
- Employees
- 3
- Clients
- 188
- CRD
- 154169
- Ownership
- KLINE, BRIGAND, WADE; BEHNER, MICHAEL, SHEA; BWK INC.; BRENNER ENTERPRISES; MSB INDUSTRIES INC
How much AUM does Nautilus Advisors LLC have?
Nautilus Advisors LLC reported $304.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-25).
Who owns Nautilus Advisors LLC?
Disclosed owners and executives of Nautilus Advisors LLC include KLINE, BRIGAND, WADE, BEHNER, MICHAEL, SHEA, BWK INC., BRENNER ENTERPRISES, MSB INDUSTRIES INC. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.