RIA Intel›Advisers›North Carolina›NAV WEALTH MANAGEMENT CORP.

NAV WEALTH MANAGEMENT CORP.

Advisory

Data as of Feb 27, 2026 · Source: SEC Form ADV

Average account

$160K

across 10 accounts

Source: SEC Form ADV. Figures as filed Feb 27, 2026.

Total AUM

$2M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

0

Assets Under Management

Total AUM$2M

Discretionary AUM$0

Non-Discretionary AUM$2M

Discretionary %0%

Total Clients10

Team

Total Employees0

Investment Advisers0

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InNC

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

10 clients

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in NC

Closest by assets under management. All figures from Form ADV.

PILOT INVESTMENT SERVICES, LLC

$2M

BLUE RIDGE FINANCIAL SERVICES LLC

$2M

RIGHT PATH FINANCIAL PLANNING, L.L.C.

$2M

THE ABC SQUARED LLC

$1M

ALLUVIAL WEALTH MANAGEMENT INC.

MATTHEWS, NC

$2M

LINCOLN INVESTMENT ADVISERS, LLC

$2M

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