NAVITAS WEALTH ADVISORS, INC.
CRD #110737 SEC #801-58209 SAN FRANCISCO, CA 415-765-1778
SEC Registered
Total AUM
$98.2M
Discretionary
$98.2M
Employees
6
Clients
11
Accounts
72
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2014 | $37.9M | $37.9M | $0 | 5 | 11 |
| Dec 2013 | $37.9M | $37.9M | $0 | 3 | 26 |
| Nov 2013 | $37.9M | $37.9M | $0 | 3 | 26 |
| Sep 2013 | $76.1M | $76.1M | $0 | 3 | 26 |
| Apr 2013 | $98.2M | $98.2M | $0 | 3 | 26 |
| Jan 2013 | $98.2M | $98.2M | $0 | 3 | 26 |
| Oct 2012 | $98.2M | $98.2M | $0 | 6 | 26 |
| May 2012 | $102.6M | $102.6M | $0 | 6 | 26 |
| Apr 2012 | $40.2M | $40.2M | $0 | 6 | 26 |
| Nov 2011 | $40.2M | $40.2M | $0 | 6 | 26 |
| Oct 2009 | $104.5M | $93.6M | $10.9M | 10 | -- |
| Mar 2007 | $64.4M | $48.5M | $15.9M | 10 | -- |
| Mar 2006 | $131.5M | $73M | $58.5M | 10 | -- |
| Oct 2005 | $131.5M | $73M | $58.5M | -- | -- |
| Oct 2005 | $131.5M | $73M | $58.5M | -- | -- |
| Sep 2005 | $42.7M | $42.7M | $0 | -- | -- |
| Dec 2004 | $42.7M | $42.7M | $0 | -- | -- |
| Nov 2003 | $72M | $72M | $0 | -- | -- |
DateMar 2014
Total AUM$37.9M
Discretionary$37.9M
Non-Disc.$0
Employees5
Clients11
DateDec 2013
Total AUM$37.9M
Discretionary$37.9M
Non-Disc.$0
Employees3
Clients26
DateNov 2013
Total AUM$37.9M
Discretionary$37.9M
Non-Disc.$0
Employees3
Clients26
DateSep 2013
Total AUM$76.1M
Discretionary$76.1M
Non-Disc.$0
Employees3
Clients26
DateApr 2013
Total AUM$98.2M
Discretionary$98.2M
Non-Disc.$0
Employees3
Clients26
DateJan 2013
Total AUM$98.2M
Discretionary$98.2M
Non-Disc.$0
Employees3
Clients26
DateOct 2012
Total AUM$98.2M
Discretionary$98.2M
Non-Disc.$0
Employees6
Clients26
DateMay 2012
Total AUM$102.6M
Discretionary$102.6M
Non-Disc.$0
Employees6
Clients26
DateApr 2012
Total AUM$40.2M
Discretionary$40.2M
Non-Disc.$0
Employees6
Clients26
DateNov 2011
Total AUM$40.2M
Discretionary$40.2M
Non-Disc.$0
Employees6
Clients26
DateOct 2009
Total AUM$104.5M
Discretionary$93.6M
Non-Disc.$10.9M
Employees10
Clients--
DateMar 2007
Total AUM$64.4M
Discretionary$48.5M
Non-Disc.$15.9M
Employees10
Clients--
DateMar 2006
Total AUM$131.5M
Discretionary$73M
Non-Disc.$58.5M
Employees10
Clients--
DateOct 2005
Total AUM$131.5M
Discretionary$73M
Non-Disc.$58.5M
Employees--
Clients--
DateOct 2005
Total AUM$131.5M
Discretionary$73M
Non-Disc.$58.5M
Employees--
Clients--
DateSep 2005
Total AUM$42.7M
Discretionary$42.7M
Non-Disc.$0
Employees--
Clients--
DateDec 2004
Total AUM$42.7M
Discretionary$42.7M
Non-Disc.$0
Employees--
Clients--
DateNov 2003
Total AUM$72M
Discretionary$72M
Non-Disc.$0
Employees--
Clients--