Navis Wealth Advisors

EST. AUM
$902,226,266

CONTACTS
2

CLIENT ACCOUNTS
623

Firm Details

Metro area New York City
CRD Number 311171
Website naviswealth.com
Client types

Overview

Navis Wealth Management is an independent boutique wealth advisory firm that focuses on creating tailored wealth management strategies and financial plans for a select clientele of high-net-worth individuals and their families. The firm's clients primarily consist of corporate senior executives, former executives, business owners, and entrepreneurs.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Navis Wealth Advisors

Platform Details

Investment Preferences

Alternative Activity

Address

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