Navis Wealth Advisors LLC
● SEC registered since 2020CRD 311171SEC# 801-119746Rye Brook, NY
Reg. AUM
$902.2M
Employees
8
Accounts
623
Location
Rye Brook, NY
Navis Wealth Advisors LLC assets under management
Navis Wealth Advisors LLC is a registered investment adviser overseen by the SEC based in Rye Brook, NY. The firm has been registered since 2020. It reports $902.2 million in regulatory assets under management and employs 8 people.
Navis Wealth Advisors LLC owners & executives
8 reported| 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 |
See all 8 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Navis Wealth Advisors LLC manage?
Navis Wealth Advisors LLC reports $902.2 million in regulatory assets under management on its Form ADV.
How many employees does Navis Wealth Advisors LLC have?
Navis Wealth Advisors LLC reports 8 employees.
Where is Navis Wealth Advisors LLC located?
Navis Wealth Advisors LLC is based in Rye Brook, NY and has been SEC-registered since 2020.
Does Navis Wealth Advisors LLC disclose fund performance?
Navis Wealth Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| 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 |
Regulatory AUM
$902.2M▲ 67%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 35%
Larger than 65% of 16,271 advisers
EmployeesTop 47%
More than 53% of 16,825 advisers
Assets under management
$902.2Mregulatory AUM
Discretionary $768MNon-discretionary $134.2M