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NAVWELL ADVISORS
NAVWELL ADVISORS CORPORATION
CRD 328706
1225 FRANKLIN AVE, SUITE 325, GARDEN CITY, NY, 11530, United States
Phone
(516) 475-2444
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$7.9M
Discretionary AUM
$7.9M
Team
1 total employees; 1 advisory reps; 10 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 8 | $2.1M |
| High net worth individuals | 4 | $5.9M |
All web addresses on file
Official SEC filing: View on IAPD