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NAV WEALTH PARTNERS
CRD 332638
409 BROAD STREET STE. 130, SEWICKLEY, PA, 15143, United States
Phone
(412) 693-9050
Fax
N/A
Registration
— (—)
Source
State registered
Total AUM
$37.9M
Discretionary AUM
$33.3M
Team
2 total employees; 2 advisory reps
Clients
11-25
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-01
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 48 | $26.9M |
| High net worth individuals | 7 | $10.9M |
All web addresses on file
Official SEC filing: View on IAPD