# Nettuno Wealth Management

Nettuno Wealth Management is a Bank / Wealth / Trust based in Milton, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Milton, United States
- **Region:** North America
- **Address:** Milton, GA, United States
- **Founded:** 1995
- **Assets under management:** Undisclosed
- **Website:** nettunowealthmanagement.com
- **LinkedIn:** https://www.linkedin.com/company/nettuno-wealth-management

## Regulatory record

- **Reports private funds:** No

## About

Nettuno Wealth Management is a Georgia-based financial advisory group formed by independent advisors under a common marketing designation. The practice traces to at least 2003, when advisor James Roberts began his career in financial services. Roberts, a University of Georgia graduate and long-time Atlanta-area advisor, is the most prominently featured team member and has been named a Best Personal Wealth Manager by Atlanta Magazine fifteen times. The group runs a classic retail wealth playbook — financial planning, tax planning, retirement and education planning, estate planning, and multi-generation wealth transfer. Services target individuals, families, and foundations, with the firm's website emphasizing retirement income, college funding, and estate-tax planning as core pillars. On the qualified-plan side, the firm consults on plan design and administration for small businesses. Regulatory filings show the advisors sit under Cambridge Investment Research, Inc., a broker-dealer, and Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Client assets are held away at Pershing and Fidelity. Geographic coverage is national in reach — the website cites clients from Miami to Seattle — but the in-person presence appears concentrated in metro Atlanta, with a single office address on Crabapple Road in Milton. Nettuno's website highlights roughly $4.3 billion in aggregate client assets across its advisory team, but does not break out assets under management for the Nettuno designation specifically. The team listed comprises four financial advisors in Georgia — James Roberts, Dan Bisese, Bryan Scott, and Kenneth Nettuno — plus a relationship manager, Angela Holbrook. No institutional vehicles, proprietary funds, or adjacent philanthropic foundations are disclosed. The advisory model leans on Cambridge's in-house advanced planning unit, which provides product-agnostic support across estate, charitable, small business, and insurance planning. The firm's structure is its defining feature: it is not an independent RIA but a marketing label wrapping individual advisors under Cambridge's umbrella. This hybrid architecture — where advisors present as a cohesive wealth management brand but transact through a shared broker-dealer and hold client assets at third-party custodians — places Nettuno closer to an ensemble practice operating within a large independent broker-dealer than to a single-family office or institutional asset manager.

## Sectors

- Wealth Management
- Financial Planning
- Retirement Planning
- Estate Planning

## People

- James Roberts — Financial Advisor
- Dan Bisese — Financial Advisor
- Bryan Scott — Financial Advisor
- Kenneth Nettuno — Financial Advisor
- Angela Holbrook — Relationship Manager

## Questions

### How is Nettuno Wealth Management related to NettWorth Financial Group?

Nettuno Wealth Management is described on its website as a member of NettWorth Financial Group. While both firms share the 'Nett' prefix and appear to have overlapping advisor histories — Bryan Scott, for example, previously worked at NettWorth Financial Group — the disclosures state that neither Nettuno Wealth Management nor NettWorth Financial Group is affiliated with Cambridge, the broker-dealer that clears Nettuno's trades. The precise ownership or legal connection between Nettuno and NettWorth is not publicly detailed.

### What is Nettuno's documented posture on direct private investments or alternatives?

The public-facing materials show a traditional wealth management menu — retirement planning, college savings, estate planning, and portfolio management — without specific mention of private equity, venture capital, direct lending, or hedge fund allocations. The advanced planning support through Cambridge covers insurance, long-term care, and qualified retirement plans. Unless held discreetly via separate accounts at the custodians, there is no disclosed direct private-investing activity.

### Who are the custodians for Nettuno Wealth Management client accounts?

Client brokerage and advisory assets are held at two unaffiliated clearing firms: Fidelity Clearing and Custody Solutions and Pershing, LLC, a subsidiary of BNY Mellon. Such dual-custody platforms are typical for independent advisors under an IBD-RIA hybrid model, providing clients with institutional-grade asset protection and reporting.

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- [Netspider Capital](https://altss.com/profile/netspider-capital)
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Last updated: 2026-06-03T20:00:00.000Z

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