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Neptune Wealth

Neptune Wealth. CRD 329160

Neptune Wealth logo

CRD: 329160

Neptune Wealth

Pittsburgh, PA, 15205
2396349295
www.neptunewealth.com
$35.5M Total AUM
$33.0M Disc. AUM
-- 3Y CAGR
5 Employees
78 ADV. Clients
1 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company · Interactive Brokers · Merrill Lynch
Clients
Retail and Institutional
Platforms
Frontier momentum
Established Date
09-30-2024
Office Locations
5

Office Locations

190 Bilmar Dr. Suite 150 Pittsburgh PA
2026 SE 29th Lane Cape Coral FL
4040 DEL Prado Blvd. S Cape Coral FL

About Neptune Wealth

Neptune Wealth (Neptune Advisory LLC) is a Pennsylvania-registered RIA providing tech-enabled wealth management, portfolio management, and financial planning. The firm offers data-driven model portfolios across conservative, moderate, and aggressive risk levels, with on-demand performance tracking and access to advisors supported by its AI assistant, Aiime. Brokerage services are provided through Charles Schwab.

Team overview

32 AVG AGE
$7.1M AVG AUM / ADVISOR
$455.7K AVG AUM / CLIENT
1.2 yrs AVG TENURE
5 Employees
5 Advisory Reps
5 RIA Reps
1yrs Firm Age

Insights

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Asset Classes

Focus Delta vector Glacier signal Summit harbor Delta Vital Element Ridge momentum

Client Personas

Signal

Custodian

Harbor ridge Matrix Pioneer eagle

Investment Themes

Legacy radial Insight Bridge Fusion vital Catalyst horizon Signal vector

Investment Vehicles

Ridge glacier Summit

Services

Prime Value ridge Ember Crest pathway Signal Horizon matrix Crest Peak Bridge North

Technology

Glacier beacon

Owner & Executives

J

Joseph Frederick Rambow

Chief Compliance Officer

CRD
#6188075
Ownership
Less than 5%
(833) 398-2213
prime.catalyst@eaglecapital.com
in linkedin.com/in/oak-glacier
Mark Ronald Strey

Mark Ronald Strey

Chief Executive Officer

CRD
#6221051
Ownership
Less than 5%
(699) 676-4758
matrix.quantum@valuecapital.com
in linkedin.com/in/optima-vector

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Contacts

Robert Clinton Chastain

Robert Clinton Chastain

--

CRD
#5503552
(566) 570-3825
signal.fusion@signalcapital.com
in linkedin.com/in/ember-bridge
J

Jason Matthew Kaplan

--

CRD
#7747530
(522) 555-4575
ember.quantum@alphacapital.com
in linkedin.com/in/summit-momentum
L

Legacy alpha

North insight

CRD
#62501
(739) 696-9989
pathway.peak@insightcapital.com
in linkedin.com/in/summit-foundation

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $32,978,785 --
Non-Discretionary $2,564,736 --
Total $35,543,521 --

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Separately Managed Accounts

Total SMA Asset: $35,543,521

$35.5M Total SMA
Public Funds:
20.0%
Equity - Exchange:
20.3%
Cash:
17.9%
Other:
22.9%
U.S. Government/Agency:
18.9%
Asset class Assets Assets %
Public Funds $90,558,890 20.0%
Equity - Exchange $91,917,274 20.3%
Cash $81,050,207 17.9%
Other $103,689,930 22.9%
U.S. Government/Agency $85,578,151 18.9%
Total $452,794,452 100.0%

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