RIA Intel›Advisers›New York›NAVIS WEALTH ADVISORS LLC

NAVIS WEALTH ADVISORS LLC

Advisory

N·RYE BROOK, NY

Data as of Mar 31, 2026 · Source: SEC Form ADV

Total AUM

$902M

1-Year AUM Growth

+29.1%

3-Year CAGR

+15.4%

Employees

6

Assets Under Management

Total AUM$902M

Discretionary AUM$768M

Non-Discretionary AUM$134M

Discretionary %85.1%

Total Clients107

Team

Total Employees6

Investment Advisers8

Employee Growth (1Y)—

Filing History

Total Filings on Record11

First FilingOct 6, 2020

Latest FilingMar 31, 2026

🔒 Full AUM trend chart and 11 historical filings spanning 6+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on NAVIS WEALTH ADVISORS LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.