Key facts
- NAVIS WEALTH ADVISORS LLC is a other based in RYE BROOK, NY.
- NAVIS WEALTH ADVISORS LLC reports $1.8M in regulatory assets under management, per its SEC Form ADV (2026-03).
Registered with the SEC
Form ADV · 2026-03 · CRD 311171- Regulatory AUM
- $1.8M
- Private fund assets
- —
- Private funds
- —
- Staff
- 8
- Registered office
- RYE BROOK, NY
- SEC status
- Approved
Source: SEC Investment Adviser Public Disclosure, Form ADV.
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Portfolio
Portfolio — not yet on record
No portfolio companies for NAVIS WEALTH ADVISORS LLC are on record yet. Positions surface from round participations, filings, and coverage.
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Frequently asked
- What is NAVIS WEALTH ADVISORS LLC's AUM?
- NAVIS WEALTH ADVISORS LLC manages approximately $1.8M in assets.