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Navis Wealth Partners LLC

OwnerNavis Wealth Advisors LLC

About Navis Wealth Partners LLC

Navis Wealth Partners LLC is listed as Owner at Navis Wealth Advisors LLC in Rye Brook, NY. Form ADV reports a beneficial ownership band of Over 75%.

Reported ownership

Owns Over 75% of Navis Wealth Advisors LLC
Ownership band reported on Form ADV Schedule B

Frequently asked questions

Where does Navis Wealth Partners LLC work?

Navis Wealth Partners LLC is listed as Owner at Navis Wealth Advisors LLC on SEC Form ADV.

How much of Navis Wealth Advisors LLC does Navis Wealth Partners LLC own?

Form ADV reports a beneficial ownership band of Over 75%.

Navis Wealth Advisors LLC

TitleOwner
OwnershipOver 75%
Control personYes
Since2020
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