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NAVIS WEALTH ADVISORS LLC
CRD 311171 · SEC 801-119746
800 WESTCHESTER AVENUE, SUITE 700, RYE BROOK, NY, 10573, United States
Phone
914-848-8300
Fax
914-770-7663
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$902.2M
Discretionary AUM
$768.0M
Team
8 total employees; 6 advisory reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-06-02
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 33 | $15.9M |
| High net worth individuals | 93 | $886.4M |
States served
NY, TX, CT, FL
All web addresses on file
Official SEC filing: View on IAPD