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NEPTUNE WEALTH
NEPTUNE ADVISORY, LLC
CRD 329160
190 BILMAR DR., SUITE 150, PITTSBURGH, PA, 15205, United States
Phone
239-634-9295
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$35.5M
Discretionary AUM
$33.0M
Team
5 total employees; 5 advisory reps; 5 broker-dealer reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees; BASIS POINT ARRANGEMENT
Org form
Limited Liability Company
Filing date
2026-04-16
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 55 | $13.9M |
| High net worth individuals | 18 | $21.4M |
All web addresses on file
Official SEC filing: View on IAPD