# NEPTUNE WEALTH

NEPTUNE WEALTH of PITTSBURGH, PA is an SEC-registered investment adviser.

## Registration

- CRD: 329160
- Type: SEC-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

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/329160/brochure
- Similar advisers: https://search.stillhousedata.com/firm/329160/similar
- Related entities: https://search.stillhousedata.com/firm/329160/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/329160

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.