NAUTILUS WEALTH ADVISORS

Overview

Nautilus Wealth Advisors is an independent registered investment adviser that entered SEC reporting in 2021 and operates as an individually owned corporation. The firm serves both individual and family clients as well as institutional relationships, and describes itself as a capital allocator—meaning it sources and places client capital with external managers in addition to managing portfolios directly. Core advisory services include financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. The firm also acts as an insurance broker. Nautilus states a clear preference for equity-based investments and does not position itself as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices