NAVIS WEALTH ADVISORS LLC
SEC Form ADV profile.
Total regulatory AUM
$902,226,266
Discretionary
$768,005,009
Non-discretionary
$134,221,257
Firm details
- CRD number
- 311171
- SEC file number
- 801-119746
- Main office
- RYE BROOK, NY, United States
- Employees
- 8
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly
As of October 2026.