# NAV Wealth Partners

> NAV Wealth Partners is a state-registered investment advisory firm in Sewickley, PA, registered since 2024, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated April 1, 2026.

- CRD: 332638
- Filed as: NAV WEALTH PARTNERS
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Sewickley, PA
- Filing period: October 2026
- Form ADV filing dated: April 1, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/332638
- AdvisorCensus page: https://advisorcensus.com/firm/nav-wealth-partners-sewickley-pa-332638

## Quick answers

**How is NAV Wealth Partners compensated?**
On its Form ADV (Item 5.E, October 2026), NAV Wealth Partners reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Where is NAV Wealth Partners located?**
NAV Wealth Partners' principal office is in Sewickley, PA, according to its Form ADV.

**Is NAV Wealth Partners registered with the SEC or a state?**
NAV Wealth Partners is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 332638.

**How much does NAV Wealth Partners manage?**
NAV Wealth Partners reports $37,850,000 in regulatory assets under management in its Form ADV filing dated April 1, 2026 (88% discretionary).

**What types of clients does NAV Wealth Partners serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (48); high net worth individuals (7).

**Does NAV Wealth Partners 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/332638

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $37,850,000
- Discretionary: $33,250,000
- Non-discretionary: $4,600,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 48 | $26,904,000 |
| High net worth individuals | 7 | $10,946,000 |
| 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 | 0 | $0 |
| 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 | 0 | $0 |
| Other | 0 | $0 |

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

### Firm details
- Registered since: 2024 (1 year)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: PA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- navwealthpartners.com
- Facebook @Nav-Wealth
- YouTube @navwealthpartners

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. NAV Wealth Partners (CRD 332638): Form ADV filing data as of October 2026.