# Nautilus Wealth Advisors

Nautilus Wealth Advisors is a Bank / Wealth / Trust based in Indialantic, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Indialantic, United States
- **Region:** North America
- **Address:** Indialantic, FL, United States
- **Founded:** 2021
- **Assets under management:** Undisclosed
- **Website:** nautiluswealthadvisors.com
- **LinkedIn:** https://www.linkedin.com/company/shannonpitner

## Regulatory record

- **CRD number:** 311853
- **SEC file number:** 801-120360
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-04T06:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/311853

## About

Nautilus Wealth Advisors is a registered investment advisor based in Indialantic, Florida. The firm's regulatory filings describe it as an advisor to individuals, trusts, estates, and retirement plans including pension and profit-sharing accounts. Its ADV filing confirms the firm employs a limited number of supervised persons, consistent with a boutique practice focused on bespoke financial planning. The firm's investment approach spans financial planning, wealth management, and retirement plan advisory services. Nautilus manages client assets on a discretionary basis with additional non-discretionary advisory arrangements. The firm conducts business primarily with individual investors whose advisory accounts ranged from $100,000 to over $1,000,000, based on the most recent public filing data. As of the latest regulatory records, Nautilus Wealth Advisors manages client assets reported in the most recent ADV filing. The firm maintains its primary office at 105 5th Avenue in Indialantic, on Florida's Space Coast. Its footprint serves clients concentrated in the southeastern United States with a defined focus on retirement planning. Nautilus operates under the Investment Advisers Act of 1940, distinguishing it from broker-dealers through a codified fiduciary standard that legally obligates the firm to prioritize client interests. This regulatory architecture places the firm's compensation and advisory structure under a stricter compliance framework than that of non-fiduciary competitors.

## Questions

### Is Nautilus Wealth Advisors a fiduciary?

Yes. As a registered investment advisor regulated under the Investment Advisers Act of 1940, Nautilus Wealth Advisors is bound by a fiduciary duty to act in its clients' best interests, a standard more stringent than the suitability requirements applied to broker-dealers. This status is confirmed by the firm's Form ADV filing.

### What types of clients does Nautilus Wealth Advisors serve?

The firm advises individuals, high-net-worth families, trusts, estates, and pension and profit-sharing plan sponsors. Its regulatory filings indicate it serves both individuals and institutional retirement plan clients, with a focus on providing financial planning and discretionary investment management.

### Does Nautilus Wealth Advisors manage portfolios on a discretionary basis?

Yes. According to its regulatory disclosures, the firm provides both discretionary portfolio management and non-discretionary advisory services, depending on the client engagement. Discretionary authority allows the firm to make day-to-day investment decisions without requiring client pre-approval for each trade.

### Where is Nautilus Wealth Advisors located, and does it serve clients nationally?

The firm is headquartered in Indialantic, Florida, on the state's Space Coast. While its primary client base is concentrated in the southeastern United States, it advises clients across the country. Its regulatory registration permits nationwide service with requisite notice filings in additional states.

## Related profiles

- [NatWest Group](https://altss.com/profile/natwest-group)
- [NBK Banque Privée (Suisse)](https://altss.com/profile/nbk-banque-prive-suisse)

---

Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/nautilus-wealth-advisors

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology