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
Firm Details
- Organization Type
- Corporation
- State of Formation
- California
- Fiscal Year End
- JUNE
- Registration Date
- --
- Latest Filing
- Oct 4, 2012
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| HESTER, JASON, SIMPSON | I | CHIEF COMPLIANCE OFFICER | NA | |
| HESTER, JASON, SIMPSON | I | CHIEF COMPLIANCE OFFICER | NA | |
| HESTER, JASON, SIMPSON | I | CHIEF COMPLIANCE OFFICER | NA | |
| RUTLEDGE, STEVEN, RAY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| RUTLEDGE, STEVEN, RAY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| RUTLEDGE, STEVEN, RAY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| RUTLEDGE, STEVEN, RAY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| RUTLEDGE, STEVEN, RAY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| RUTLEDGE, STEVEN, RAY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| RUTLEDGE, STEVEN, RAY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| RUTLEDGE, STEVEN, RAY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| RUTLEDGE, STEVEN, RAY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| RUTLEDGE, STEVEN, RAY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| RUTLEDGE, STEVEN, RAY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| RUTLEDGE, STEVEN, RAY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| RUTLEDGE, STEVEN, RAY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HESTER, GEORGE, WESLEY | I | CHAIRMAN & C.E.O. | E | Control |
| HESTER, GEORGE, WESLEY | I | CHAIRMAN & C.E.O. | E | Control |
| HESTER, GEORGE, WESLEY | I | CHAIRMAN & C.E.O. | E | Control |
| HESTER, GEORGE, WESLEY | I | CHAIRMAN & C.E.O. | D | Control |
| HESTER, GEORGE, WESLEY | I | CHAIRMAN & C.E.O. | D | Control |
| HESTER, GEORGE, WESLEY | I | CHAIRMAN & C.E.O. | D | Control |
| HESTER, GEORGE, WESLEY | I | CHAIRMAN & C.E.O. | D | Control |
| HESTER, GEORGE, WESLEY | I | CHAIRMAN & C.E.O. | D | Control |
| HESTER, GEORGE, WESLEY | I | CHAIRMAN & C.E.O. | D | Control |
| HESTER, GEORGE, WESLEY | I | CHAIRMAN & C.E.O. | D | Control |
| HESTER, GEORGE, WESLEY | I | CHAIRMAN & C.E.O. | D | Control |
| HESTER, GEORGE, WESLEY | I | CHAIRMAN & C.E.O. | D | Control |
| HESTER, GEORGE, WESLEY | I | CHAIRMAN & C.E.O. | D | Control |
| HESTER, GEORGE, WESLEY | I | CHAIRMAN & C.E.O. | D | Control |
| HESTER, GEORGE, WESLEY | I | CHAIRMAN & C.E.O. | D | Control |
| HESTER, GEORGE, WESLEY | I | CHAIRMAN & C.E.O. | D | Control |
| HESTER, GEORGE, WESLEY | I | CHAIRMAN & C.E.O. | D | Control |
| HESTER, GEORGE, WESLEY | I | CHAIRMAN & C.E.O. | D | Control |
| HESTER, GEORGE, WESLEY | I | CHAIRMAN & C.E.O. | D | Control |
| HESTER, GEORGE, WESLEY | I | CHAIRMAN & C.E.O. | D | Control |
| HESTER, GEORGE, WESLEY | I | CHAIRMAN & C.E.O. | D | Control |
| HESTER, GEORGE, WESLEY | I | CHAIRMAN & C.E.O. | D | Control |
| RAUZI, KURT, WALTER | I | PRESIDENT & C.O.O. | D | Control |
| RAUZI, KURT, WALTER | I | PRESIDENT & C.O.O. | D | Control |
| RAUZI, KURT, WALTER | I | PRESIDENT & C.O.O. | D | Control |
| RAUZI, KURT, WALTER | I | PRESIDENT & C.O.O. | D | Control |
| RAUZI, KURT, WALTER | I | PRESIDENT & C.O.O. | D | Control |
| RAUZI, KURT, WALTER | I | PRESIDENT & C.O.O. | D | Control |
| RAUZI, KURT, WALTER | I | PRESIDENT & C.O.O. | D | Control |
| RAUZI, KURT, WALTER | I | PRESIDENT & C.O.O. | D | Control |
| RAUZI, KURT, WALTER | I | PRESIDENT & C.O.O. | D | Control |
| RAUZI, KURT, WALTER | I | PRESIDENT & C.O.O. | D | Control |
| RAUZI, KURT, WALTER | I | PRESIDENT & C.O.O. | D | Control |
| RAUZI, KURT, WALTER | I | PRESIDENT & C.O.O. | D | Control |
| RAUZI, KURT, WALTER | I | PRESIDENT & C.O.O. | D | Control |
| RAUZI, KURT, WALTER | I | PRESIDENT & C.O.O. | D | Control |
| RAUZI, KURT, WALTER | I | PRESIDENT & C.O.O. | D | Control |
| RAUZI, KURT, WALTER | I | PRESIDENT & C.O.O. | D | Control |
| RAUZI, KURT, WALTER | I | PRESIDENT & C.O.O. | D | Control |
| RAUZI, KURT, WALTER | I | PRESIDENT & C.O.O. | D | Control |
| RAUZI, KURT, WALTER | I | PRESIDENT & C.O.O. | D | Control |
| HESTER, JASON, SIMPSON | I | CHIEF COMPLIANCE OFFICER | A | |
| POMARES, RAUL | I | VICE PRESIDENT | A | Control |
Registrations
Federal
IA
Oct 4, 2012 REGISTERED
Notice Filings (32)
AL AR AZ CA CO FL GA HI IL IN LA MA MI MN MO MS NC NJ NV NY OK OR PA RI SC TN TX UT VA VT WA WV
Address
100 MONTGOMERY ST. SUITE 1235SAN FRANCISCO, CA 94104
United States
Phone: 415-765-1778