NEPTUNE WEALTH

NEPTUNE WEALTH of PITTSBURGH, PA is an SEC-registered investment adviser (CRD 329160). Regulatory assets under management: $35.5M.

Registration

• CRD: 329160
• Type: Registered investment adviser
• Location: 190 BILMAR DR., PITTSBURGH, PA, 15205
• Phone: 239-634-9295
• Latest filing: 2026-04-16
• Regulatory AUM: $35.5M
• Discretionary AUM: $33.0M
• Non-discretionary AUM: $2.6M
• Clients: 5
• Accounts: 189

Business model

Compensation: % of AUM, Hourly, Fixed, Other.

Clients served: Individuals, High net worth, Pooled vehicles.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 329160 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search