| Name | Title | Ownership | Since |
|---|---|---|---|
| David S Price Control | Managing Partner | Under 5% | 2020 |
| Navis Wealth Management LLC Control | Managing Member | Over 75% | 2020 |
| Paul Christian Fegan Control | Managing Partner And Chief Compliance Officer | Under 5% | 2020 |
Navis Wealth Advisors LLC reports $540.7 million in regulatory assets under management on its Form ADV.
Navis Wealth Advisors LLC reports 7 employees.
Navis Wealth Advisors LLC is based in Rye Brook, NY and has been SEC-registered since 2020.
Navis Wealth Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 800 Westchester Avenue, Suite 700, Rye Brook, NY 10573 |
| Phone | 914-848-8300 |
| Fax | 914-770-7663 |
| Office hours | 8:30a.m. - 5:00p.m. |
| SEC region | New York Regional Office (NYRO) |
| CIK | 1849055 |
| Discloses disciplinary history | No |
| Discretionary | $540.7M |
| Non-discretionary | $0 |
| Total (RAUM) | $540.7M |