RIA Intel›Advisers›Pennsylvania›NAV WEALTH PARTNERS

NAV WEALTH PARTNERS

Advisory

SEWICKLEY, PA

Data as of Apr 1, 2026 · Source: SEC Form ADV

Rank in PA

#1,105

of 1,528 advisers by AUM

Average account

$274K

across 138 accounts

AUM per adviser

$19M

2 advisers

Source: SEC Form ADV. Figures as filed Apr 1, 2026.

Total AUM

$38M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$38M

Discretionary AUM$33M

Non-Discretionary AUM$5M

Discretionary %87.8%

Total Clients55

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InPA, TX

Succession Risk

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

See plansIncluded with the Intelligence plan

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

55 clients

7 high-net-worth

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

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

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