SHANNON T. PITNER AND COMPANY
Legal name: NAUTILUS WEALTH ADVISORS
CRD #311853 SEC #801-120360 INDIALANTIC, FL (321) 724-1888
SEC Registered
Total AUM
$119.3M
Discretionary
$119.3M
Employees
2
Clients
51
Accounts
557
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $119.3M | $119.3M | $0 | 2 | 0 |
| Feb 2024 | $107.6M | $107.6M | $0 | 2 | 0 |
| Feb 2023 | $91.1M | $91.1M | $0 | 2 | 0 |
| Aug 2022 | $118.2M | $118.2M | $0 | 2 | 0 |
| Mar 2022 | $118.2M | $118.2M | $0 | 2 | 0 |
| Nov 2021 | $126.8M | $126.8M | $0 | 3 | 0 |
| Jun 2021 | $126.8M | $126.8M | $0 | 3 | 0 |
| May 2021 | $0 | $0 | $0 | 3 | 0 |
| Apr 2021 | $0 | $0 | $0 | 3 | 0 |
| Mar 2021 | $0 | $0 | $0 | 3 | 0 |
| Jan 2021 | $0 | $0 | $0 | 3 | 0 |
DateFeb 2025
Total AUM$119.3M
Discretionary$119.3M
Non-Disc.$0
Employees2
Clients0
DateFeb 2024
Total AUM$107.6M
Discretionary$107.6M
Non-Disc.$0
Employees2
Clients0
DateFeb 2023
Total AUM$91.1M
Discretionary$91.1M
Non-Disc.$0
Employees2
Clients0
DateAug 2022
Total AUM$118.2M
Discretionary$118.2M
Non-Disc.$0
Employees2
Clients0
DateMar 2022
Total AUM$118.2M
Discretionary$118.2M
Non-Disc.$0
Employees2
Clients0
DateNov 2021
Total AUM$126.8M
Discretionary$126.8M
Non-Disc.$0
Employees3
Clients0
DateJun 2021
Total AUM$126.8M
Discretionary$126.8M
Non-Disc.$0
Employees3
Clients0
DateMay 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateApr 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateMar 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateJan 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0