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Nautilus Wealth Management, LLC Employee Directory

Financial ServicesNorth Carolina, United States2-10 Employees

Nautilus Wealth Management, LLC is an independent financial consulting firm based in New Bern, North Carolina, serving families across the United States. The firm focuses on helping clients plan for wealth accumulation, tax planning, estate planning, and risk management, with an emphasis on developing comprehensive strategies for financial strength. As a wealth management matter, it works within the financial services industry, offering securities through a registered broker-dealer channel and providing investment advisory services through affiliated advisors, while maintaining independence from its securities provider. The company operates with a small team and situates its practice in the context of a nationwide client base seeking guidance on managing and distributing wealth.

Find Nautilus Wealth Management, LLC employees' phone numbers or email addresses

Nautilus Wealth Management, LLC Global Highlights

Location
Employees

North America
3

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  • United States Of America
    3

Nautilus Wealth Management, LLC's Leadership

  • Stylized image of a person
    C. R.
    Owner/Financial Advisor
    Phone icon
    Mobile Phone
  • Stylized image of a person
    C. R.
    Owner And Financial Advisor
    Phone icon
    Mobile Phone
  • Stylized image of a person
    P. W.
    Paraplanner
    Phone icon
    Mobile Phone

Nautilus Wealth Management, LLC Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Other

Contact profiles from Nautilus Wealth Management, LLC

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    C. R.
    Owner/Financial Advisor
    Phone icon
    Mobile Phone
    United StatesNorth Carolina
    Apr 13, 2026
  • Stylized image of a person
    C. R.
    Owner And Financial Advisor
    Phone icon
    Mobile Phone
    UNITED STATES
    Jun 14, 2025
  • Stylized image of a person
    P. W.
    Paraplanner
    Phone icon
    Mobile Phone
    United StatesNorth Carolina
    Nov 10, 2025

Frequently Asked Questions

What is Nautilus Wealth Management, LLC known for?

Minus sign iconPlus sign iconNautilus Wealth Management, LLC was founded in 2008 operates in the Financial Services industry. The company's main headquarters is located in 602 Pollock Street New Bern, North Carolina 28562 United States; you can contact the main corporate office by phone at
+1-252-633-****
. Explore Nautilus Wealth Management, LLC's company overview page for more information.

What is Nautilus Wealth Management, LLC's most common email format?

Minus sign iconPlus sign iconNautilus Wealth Management, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Nautilus Wealth Management, LLC email formats with LeadIQ.

How many employees does Nautilus Wealth Management, LLC have currently?

Minus sign iconPlus sign iconNautilus Wealth Management, LLC has approximately 2 employees as of June 2026. These team members are located across 1 continents, including North America.

Who are Nautilus Wealth Management, LLC's key employees and leadership?

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As of June 2026, Nautilus Wealth Management, LLC's key employees include:

  • Owner/Financial Advisor: C. R.
  • Owner And Financial Advisor: C. R.
  • Paraplanner: P. W.

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