NAUTILUS WEALTH ADVISORS
Latest filing: Feb 25, 2025 (82 days ago)
AUM
$119,268,521
11% change vs. 1 year ago
1% change vs. 3 years ago
0% change vs. 5 years ago
0% change vs. 10 years ago
Employee Count
2
0% change vs. 1 year ago
0% change vs. 3 years ago
0% change vs. 5 years ago
0% change vs. 10 years ago
Main Office
INDIALANTIC, FL
410 N. MIRAMAR AVENUE, INDIALANTIC, FL, UNITED STATES, 32903
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $0.1 |
| Non-Discretionary | $0.0 |
| Total | $0.1 |
| Client | AUM |
|---|---|
| Retail | $0.1 |
| Pooled | $0.0 |
| Institutional | $0.0 |
| Total | $0.1 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 39 | $0.0 |
| Average Individual AUM | $254,906 | |
| HNW | 33 | $0.1 |
| Average HNW AUM | $3,064,370 | |
| Retail Total | 72 | $0.1 |
| Average Retail AUM | $1,542,577 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|---|---|
| RAYMOND JAMES FINANCIAL SERVICES, INC. | ST. PETERSBURG-FL-USA | $0.1 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $0.1 |
| Retail SMA AUM | $0.1 |
| Institutional SMA AUM | $0.0 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 89% | $0.1 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 0% | $0.0 |
| Municipal | 0% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 0% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 10% | $0.0 |
| Other Pools | 0% | $0.0 |
| Cash | 2% | $0.0 |
| Other | 0% | $0.0 |
| Total | 101% | $0.1 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Control Persons
Representatives
1 active representative found
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| SHANNON PITNER | INDIALANTIC | FL | S63|1981-07-21 | CERTIFIED FINANCIAL PLANNER | |||||
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-04-21 | $0.1 | $0.0 | 0% | 2 | 0 | 0% |
| 2024-04-02 | $0.1 | $0.0 | 11% | 2 | 0 | 0% |
| 2023-04-04 | $0.1 | $0.0 | 31% | 2 | 0 | 0% |
| 2022-04-01 | $0.1 | $0.0 | 1% | 2 | 0 | 0% |
| 2021-04-05 | $0.0 | $0.0 | 0% | 3 | -1 | -33% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| FL, FL-02/19/2021, NH-02/19/2021 |
| ADVISER ACTIVITIES |
|
FINANCIAL PLANNING PORTFOLIO MANAGEMENT MANAGER SELECTION |
| OTHER ACTIVITIES |
|
INSURANCE AGENT |
ADVDB.CO • SOURCE: SEC FORM ADV