NAVIS WEALTH ADVISORS LLC
CRD #311171 SEC #801-119746 RYE BROOK, NY 914-848-8300
SEC Registered
Total AUM
$540.7M
Discretionary
$540.7M
Employees
7
Clients
11
Accounts
377
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $540.7M | $540.7M | $0 | 7 | 0 |
| Apr 2025 | $540.7M | $540.7M | $0 | 7 | 0 |
| Mar 2025 | $540.7M | $540.7M | $0 | 7 | 0 |
| Mar 2024 | $409.7M | $409.7M | $0 | 6 | 0 |
| Oct 2023 | $317.4M | $317.4M | $0 | 5 | 0 |
| Mar 2023 | $317.4M | $317.4M | $0 | 5 | 0 |
| Oct 2022 | $284.2M | $284.2M | $0 | 5 | 0 |
| Mar 2022 | $284.2M | $284.2M | $0 | 5 | 0 |
| Oct 2021 | $266.9M | $266.9M | $0 | 3 | 18 |
| Sep 2021 | $266.9M | $266.9M | $0 | 3 | 18 |
| Mar 2021 | $266.9M | $266.9M | $0 | 3 | 18 |
| Mar 2021 | $266.9M | $266.9M | $0 | 3 | 18 |
| Dec 2020 | $0 | $0 | $0 | 3 | 0 |
| Oct 2020 | $0 | $0 | $0 | 1 | 0 |
DateNov 2025
Total AUM$540.7M
Discretionary$540.7M
Non-Disc.$0
Employees7
Clients0
DateApr 2025
Total AUM$540.7M
Discretionary$540.7M
Non-Disc.$0
Employees7
Clients0
DateMar 2025
Total AUM$540.7M
Discretionary$540.7M
Non-Disc.$0
Employees7
Clients0
DateMar 2024
Total AUM$409.7M
Discretionary$409.7M
Non-Disc.$0
Employees6
Clients0
DateOct 2023
Total AUM$317.4M
Discretionary$317.4M
Non-Disc.$0
Employees5
Clients0
DateMar 2023
Total AUM$317.4M
Discretionary$317.4M
Non-Disc.$0
Employees5
Clients0
DateOct 2022
Total AUM$284.2M
Discretionary$284.2M
Non-Disc.$0
Employees5
Clients0
DateMar 2022
Total AUM$284.2M
Discretionary$284.2M
Non-Disc.$0
Employees5
Clients0
DateOct 2021
Total AUM$266.9M
Discretionary$266.9M
Non-Disc.$0
Employees3
Clients18
DateSep 2021
Total AUM$266.9M
Discretionary$266.9M
Non-Disc.$0
Employees3
Clients18
DateMar 2021
Total AUM$266.9M
Discretionary$266.9M
Non-Disc.$0
Employees3
Clients18
DateMar 2021
Total AUM$266.9M
Discretionary$266.9M
Non-Disc.$0
Employees3
Clients18
DateDec 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateOct 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0