# NAV Wealth Management LLC

> NAV Wealth Management LLC is a state-registered investment advisory firm, registered since 2015, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated January 15, 2026.

- CRD: 174195
- Filed as: NAV WEALTH MANAGEMENT LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Massachusetts
- Filing period: October 2026
- Form ADV filing dated: January 15, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/174195
- AdvisorCensus page: https://advisorcensus.com/firm/nav-wealth-management-llc-174195

## Quick answers

**How is NAV Wealth Management LLC compensated?**
On its Form ADV (Item 5.E, October 2026), NAV Wealth Management LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges.

**Is NAV Wealth Management LLC registered with the SEC or a state?**
NAV Wealth Management LLC is a state-registered investment advisory firm, registered since 2015. Status as filed: APPROVED. CRD 174195.

**How much does NAV Wealth Management LLC manage?**
NAV Wealth Management LLC reports $25,307,215 in regulatory assets under management in its Form ADV filing dated January 15, 2026 (100% discretionary).

**What types of clients does NAV Wealth Management LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (66); high net worth individuals (2); charitable organizations (1).

**Does NAV Wealth Management LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/174195

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Regulatory assets under management (Item 5.F)
- Total: $25,307,215
- Discretionary: $25,307,215
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 66 | $17,736,992 |
| High net worth individuals | 2 | $5,397,775 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 1 | $1,920,574 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 1 | $251,874 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2015 (11 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. NAV Wealth Management LLC (CRD 174195): Form ADV filing data as of October 2026.