NAUTILUS WEALTH ADVISORS

410 N. Miramar Avenue
Indialantic, Florida 32903
Tel: (321) 724-1888

About NAUTILUS WEALTH ADVISORS

NAUTILUS WEALTH ADVISORS, formally registered with the SEC as NAUTILUS WEALTH ADVISORS. The firm was established in 02/19/2021. They have over 1 offices throughout the country.

NAUTILUS WEALTH ADVISORS is a Indialantic, Florida based Financial Planning firm with nearly $119,268,521 assets under management, offering retirement planning & investment advisory services to 557 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	311853
SEC#	801-120360
Assets Managed by Firm	$119,268,521
No. of Clients	557
No. of Advisors	2

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	557	$119,268,521
Individuals (other than high net worth individuals)	39	$9,941,319
High net worth individuals	33	$101,124,217
Pension and profit sharing plans	9	$8,202,985

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