Nautilus Wealth Advisors
Nautilus Wealth Advisors is an SEC-registered wealth manager in Indialantic, FL with $107.9M assets under management (AUM, regulatory AUM), -10% over one year. See who owns Nautilus Wealth Advisors: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 311853, SEC 801-120360, data through 2026-03-04.
- AUM (assets under management / regulatory AUM)
- $107.9M (2026-03-04)
- Firm type
- Wealth Manager
- Location
- Indialantic, FL
- Employees
- 2
- Clients
- 79
- CRD
- 311853
- Ownership
- PITNER, SHANNON, TRUSE
How much AUM does Nautilus Wealth Advisors have?
Nautilus Wealth Advisors reported $107.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-04).
Who owns Nautilus Wealth Advisors?
Disclosed owners and executives of Nautilus Wealth Advisors include PITNER, SHANNON, TRUSE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.