# Navis Wealth Advisors LLC

> Navis Wealth Advisors LLC is an SEC-registered investment advisory firm in Rye Brook, NY, registered since 2020, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated September 1, 2026.

- CRD: 311171
- Filed as: NAVIS WEALTH ADVISORS LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Rye Brook, NY
- Filing period: October 2026
- Form ADV filing dated: September 1, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/311171
- AdvisorCensus page: https://advisorcensus.com/firm/navis-wealth-advisors-llc-rye-brook-ny-311171

## Quick answers

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

**How much does Navis Wealth Advisors LLC charge?**
Its Form ADV Part 2A brochure dated June 2, 2026 states: Hourly rate: $650 an hour (standalone financial planning services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Navis Wealth Advisors LLC located?**
Navis Wealth Advisors LLC's principal office is in Rye Brook, NY, according to its Form ADV; the October 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Navis Wealth Advisors LLC registered with the SEC or a state?**
Navis Wealth Advisors LLC is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 311171.

**How much does Navis Wealth Advisors LLC manage?**
Navis Wealth Advisors LLC reports $902,226,266 in regulatory assets under management in its Form ADV filing dated September 1, 2026 (85% discretionary).

**How have Navis Wealth Advisors LLC's assets and staff changed since 2021?**
In the Form ADV data for Navis Wealth Advisors LLC: Regulatory assets under management: $266,949,277 in the October 2021 data and $902,226,266 in the October 2026 data, up 238%. Total employees: 3 in October 2021 and 8 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Navis Wealth Advisors LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (93); individuals (other than high net worth individuals) (33).

**Which custodians does Navis Wealth Advisors LLC use?**
Navis Wealth Advisors LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Navis Wealth Advisors LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/311171

**Does Navis Wealth Advisors LLC state an account minimum?**
Its Form ADV Part 2A brochure dated June 2, 2026 says: "Navis Wealth Advisors generally requires a minimum relationship size of $1,000,000 to effectively implement its investment process."

**What changed in Navis Wealth Advisors LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 5 to 6. Regulatory assets under management went from $540,686,352 to $902,226,266 (+67%). Added an office in Palm Beach Gardens, FL.

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated June 2, 2026)

- Account minimum: $1,000,000

> Navis Wealth Advisors generally requires a minimum relationship size of $1,000,000 to effectively implement its investment process.

- Hourly rate: $650 an hour (standalone financial planning services)

> Navis Wealth Advisors offers its standalone financial planning services at rate of $650 per hour.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $902,226,266
- Discretionary: $768,005,009
- Non-discretionary: $134,221,257

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 33 | $15,863,279 |
| High net worth individuals | 93 | $886,362,987 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2020 (5 years)
- Employees: 8 total, 6 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CT, FL, NY, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the October 2026 filing
- Palm Beach Gardens, FL

### Websites listed on Form ADV (Item 1.I)
- naviswealth.com
- Instagram @naviswealth
- LinkedIn @navis-wealth-management
- Facebook @Navis-Wealth-105206131768895
- X @naviswealth

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $266,949,277 | 3 | September 7, 2021 |
| October 2022 | $284,218,965 | 5 | March 29, 2022 |
| October 2023 | $317,386,580 | 5 | March 29, 2023 |
| October 2024 | $409,700,513 | 6 | March 28, 2024 |
| October 2025 | $540,686,352 | 7 | April 22, 2025 |
| October 2026 | $902,226,266 | 8 | September 1, 2026 |

Regulatory assets under management: $266,949,277 in the October 2021 data and $902,226,266 in the October 2026 data, up 238%.
Total employees: 3 in October 2021 and 8 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 5 to 6.
- Regulatory assets under management went from $540,686,352 to $902,226,266 (+67%).
- Added an office in Palm Beach Gardens, FL.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Navis Wealth Advisors LLC (CRD 311171): Form ADV filing data as of October 2026.