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Nautilus Wealth Management Logo
Nautilus Wealth Management CB Rank
1050805
Heat Score
60
Nautilus Wealth Management is a financial consulting firm that focuses on tax and estate planning, retirement, and risk management services.
Founded
obfuscation
Private New Bern, North Carolina, United States1-10 www.nautiluswealthmanagement.com
Consulting
Risk Management
Wealth Management
Overview

Nautilus Wealth Management
Heat Score
60

Growth Score
pts
in past quarter
Heat Score 60
-5 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
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Recent Milestones
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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See more interactive data and historical milestones on desktop for the best experience

About Nautilus Wealth Management

CB Rank
1050805
Nautilus Wealth Management is a financial consulting firm that focuses on tax and estate planning, retirement, and risk management services.
Founded
obfuscation
Private New Bern, North Carolina, United States1-10 www.nautiluswealthmanagement.com
Consulting
Risk Management
Wealth Management

Details

Legal Name Nautilus Wealth Management, LLC
Operating Status Active
Company Type For Profit
Phone Number 1-252.633.1365
Contact Email chris@nautiluswealthmanagement.com
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Retirement Planning Services
Services to evaluate financial status and create strategies for retirement savings, growth, tax-efficient distributions, and asset transfer.

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Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 1-10 Contacts 3
News

News and Press

News•Oct 31, 2025
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Access a complete feed of recent news and press, from product launches to leadership changes.
Technology
View Tech Report

IT Spend

$96.1KThis year, Nautilus Wealth Management is projected to spend $96.1K on IT, according to Aberdeen.

Active Website Tech Count

2Nautilus Wealth Management is actively using 2 technologies for its website, according to BuiltWith. These include Common Crawl and  CommonCrawl Top 50m.
Sub-Organizations
Frequently Asked Questions

Where is Nautilus Wealth Management's headquarters? Nautilus Wealth Management is located in New Bern, North Carolina, United States.Who are Nautilus Wealth Management's competitors? Alternatives and possible competitors to Nautilus Wealth Management may include HighTower Advisors, CAPTRUST, and  EP Wealth Advisors.
Who We Are
What We Do
Helpful Links
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