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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Nov 19, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| FEGAN, PAUL, CHRISTIAN | I | MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| FEGAN, PAUL, CHRISTIAN | I | MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| FEGAN, PAUL, CHRISTIAN | I | MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| FEGAN, PAUL, CHRISTIAN | I | MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| FEGAN, PAUL, CHRISTIAN | I | MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| FEGAN, PAUL, CHRISTIAN | I | MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| FEGAN, PAUL, CHRISTIAN | I | MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| FEGAN, PAUL, CHRISTIAN | I | MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| FEGAN, PAUL, CHRISTIAN | I | MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| FEGAN, PAUL, CHRISTIAN | I | MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| FEGAN, PAUL, CHRISTIAN | I | MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| FEGAN, PAUL, CHRISTIAN | I | MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| FEGAN, PAUL, CHRISTIAN | I | MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| FEGAN, PAUL, CHRISTIAN | I | MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| PRICE, DAVID, S | I | MANAGING PARTNER | NA | Control |
| PRICE, DAVID, S | I | MANAGING PARTNER | NA | Control |
| PRICE, DAVID, S | I | MANAGING PARTNER | NA | Control |
| PRICE, DAVID, S | I | MANAGING PARTNER | NA | Control |
| PRICE, DAVID, S | I | MANAGING PARTNER | NA | Control |
| PRICE, DAVID, S | I | MANAGING PARTNER | NA | Control |
| PRICE, DAVID, S | I | MANAGING PARTNER | NA | Control |
| PRICE, DAVID, S | I | MANAGING PARTNER | NA | Control |
| PRICE, DAVID, S | I | MANAGING PARTNER | NA | Control |
| PRICE, DAVID, S | I | MANAGING PARTNER | NA | Control |
| PRICE, DAVID, S | I | MANAGING PARTNER | NA | Control |
| PRICE, DAVID, S | I | MANAGING PARTNER | NA | Control |
| PRICE, DAVID, S | I | MANAGING PARTNER | NA | Control |
| PRICE, DAVID, S | I | MANAGING PARTNER | NA | Control |
| WINN, CHRISTOPHER, EDWARD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| NAVIS WEALTH MANAGEMENT LLC | DE | MANAGING MEMBER | E | Control |
| NAVIS WEALTH MANAGEMENT LLC | DE | MANAGING MEMBER | E | Control |
| NAVIS WEALTH MANAGEMENT LLC | DE | MANAGING MEMBER | E | Control |
| NAVIS WEALTH MANAGEMENT LLC | DE | MANAGING MEMBER | E | Control |
| NAVIS WEALTH MANAGEMENT LLC | DE | MANAGING MEMBER | E | Control |
| NAVIS WEALTH MANAGEMENT LLC | DE | MANAGING MEMBER | E | Control |
| NAVIS WEALTH MANAGEMENT LLC | DE | MANAGING MEMBER | E | Control |
| NAVIS WEALTH MANAGEMENT LLC | DE | MANAGING MEMBER | E | Control |
| NAVIS WEALTH MANAGEMENT LLC | DE | MANAGING MEMBER | E | Control |
| NAVIS WEALTH MANAGEMENT LLC | DE | MANAGING MEMBER | E | Control |
| NAVIS WEALTH MANAGEMENT LLC | DE | MANAGING MEMBER | E | Control |
| NAVIS WEALTH MANAGEMENT LLC | DE | MANAGING MEMBER | E | Control |
| NAVIS WEALTH MANAGEMENT LLC | DE | MANAGING MEMBER | E | Control |
| NAVIS WEALTH MANAGEMENT LLC | DE | MANAGING MEMBER | E | Control |
| RIA VENTURES, LLC | DE | MANAGING MEMBER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| NAVIS WEALTH PARTNERS LLC | DE | NAVIS WEALTH MANAGEMENT LLC | E | Control |
| NAVIS WEALTH PARTNERS LLC | DE | NAVIS WEALTH MANAGEMENT LLC | E | Control |
| NAVIS WEALTH PARTNERS LLC | DE | NAVIS WEALTH MANAGEMENT LLC | E | Control |
| NAVIS WEALTH PARTNERS LLC | DE | NAVIS WEALTH MANAGEMENT LLC | E | Control |
| NAVIS WEALTH PARTNERS LLC | DE | NAVIS WEALTH MANAGEMENT LLC | E | Control |
| NAVIS WEALTH PARTNERS LLC | DE | NAVIS WEALTH MANAGEMENT LLC | E | Control |
| NAVIS WEALTH PARTNERS LLC | DE | NAVIS WEALTH MANAGEMENT LLC | E | Control |
| NAVIS WEALTH PARTNERS LLC | DE | NAVIS WEALTH MANAGEMENT LLC | E | Control |
| NAVIS WEALTH PARTNERS LLC | DE | NAVIS WEALTH MANAGEMENT LLC | E | Control |
| NAVIS WEALTH PARTNERS LLC | DE | NAVIS WEALTH MANAGEMENT LLC | E | Control |
| NAVIS WEALTH PARTNERS LLC | DE | NAVIS WEALTH MANAGEMENT LLC | E | Control |
| WINN, CHRISTOPHER, EDWARD | I | RIA VENTURES, LLC | E | Control |
| FEGAN, PAUL, CHRISTIAN | I | S.P.Q.R. HOLDINGS LLC | D | Control |
| FEGAN, PAUL, CHRISTIAN | I | S.P.Q.R. HOLDINGS LLC | D | Control |
| FEGAN, PAUL, CHRISTIAN | I | S.P.Q.R. HOLDINGS LLC | D | Control |
| FEGAN, PAUL, CHRISTIAN | I | S.P.Q.R. HOLDINGS LLC | D | Control |
| FEGAN, PAUL, CHRISTIAN | I | S.P.Q.R. HOLDINGS LLC | D | Control |
| FEGAN, PAUL, CHRISTIAN | I | S.P.Q.R. HOLDINGS LLC | D | Control |
| FEGAN, PAUL, CHRISTIAN | I | S.P.Q.R. HOLDINGS LLC | D | Control |
| FEGAN, PAUL, CHRISTIAN | I | S.P.Q.R. HOLDINGS LLC | D | Control |
| FEGAN, PAUL, CHRISTIAN | I | S.P.Q.R. HOLDINGS LLC | D | Control |
| FEGAN, PAUL, CHRISTIAN | I | S.P.Q.R. HOLDINGS LLC | D | Control |
| FEGAN, PAUL, CHRISTIAN | I | S.P.Q.R. HOLDINGS LLC | D | Control |
| PRICE, DAVID, S | I | RRP PARTNERS LLC | D | Control |
| PRICE, DAVID, S | I | RRP PARTNERS LLC | D | Control |
| PRICE, DAVID, S | I | RRP PARTNERS LLC | D | Control |
| PRICE, DAVID, S | I | RRP PARTNERS LLC | D | Control |
| PRICE, DAVID, S | I | RRP PARTNERS LLC | D | Control |
| PRICE, DAVID, S | I | RRP PARTNERS LLC | D | Control |
| PRICE, DAVID, S | I | RRP PARTNERS LLC | D | Control |
| PRICE, DAVID, S | I | RRP PARTNERS LLC | D | Control |
| PRICE, DAVID, S | I | RRP PARTNERS LLC | D | Control |
| PRICE, DAVID, S | I | RRP PARTNERS LLC | D | Control |
| PRICE, DAVID, S | I | RRP PARTNERS LLC | D | Control |
| RRP PARTNERS LLC | DE | NAVIS WEALTH PARTNERS LLC | C | Control |
| RRP PARTNERS LLC | DE | NAVIS WEALTH PARTNERS LLC | C | Control |
| RRP PARTNERS LLC | DE | NAVIS WEALTH PARTNERS LLC | C | Control |
| RRP PARTNERS LLC | DE | NAVIS WEALTH PARTNERS LLC | C | Control |
| RRP PARTNERS LLC | DE | NAVIS WEALTH PARTNERS LLC | C | Control |
| RRP PARTNERS LLC | DE | NAVIS WEALTH PARTNERS LLC | C | Control |
| RRP PARTNERS LLC | DE | NAVIS WEALTH PARTNERS LLC | C | Control |
| RRP PARTNERS LLC | DE | NAVIS WEALTH PARTNERS LLC | C | Control |
| RRP PARTNERS LLC | DE | NAVIS WEALTH PARTNERS LLC | C | Control |
| RRP PARTNERS LLC | DE | NAVIS WEALTH PARTNERS LLC | C | Control |
| RRP PARTNERS LLC | DE | NAVIS WEALTH PARTNERS LLC | C | Control |
| S.P.Q.R. HOLDINGS LLC | FE | NAVIS WEALTH PARTNERS LLC | C | Control |
| S.P.Q.R. HOLDINGS LLC | FE | NAVIS WEALTH PARTNERS LLC | C | Control |
| S.P.Q.R. HOLDINGS LLC | FE | NAVIS WEALTH PARTNERS LLC | C | Control |
| S.P.Q.R. HOLDINGS LLC | DE | NAVIS WEALTH PARTNERS LLC | C | Control |
| S.P.Q.R. HOLDINGS LLC | DE | NAVIS WEALTH PARTNERS LLC | C | Control |
| S.P.Q.R. HOLDINGS LLC | DE | NAVIS WEALTH PARTNERS LLC | C | Control |
| S.P.Q.R. HOLDINGS LLC | DE | NAVIS WEALTH PARTNERS LLC | C | Control |
| S.P.Q.R. HOLDINGS LLC | DE | NAVIS WEALTH PARTNERS LLC | C | Control |
| S.P.Q.R. HOLDINGS LLC | DE | NAVIS WEALTH PARTNERS LLC | C | Control |
| S.P.Q.R. HOLDINGS LLC | DE | NAVIS WEALTH PARTNERS LLC | C | Control |
| S.P.Q.R. HOLDINGS LLC | DE | NAVIS WEALTH PARTNERS LLC | C | Control |
Registrations
Federal
IA
Nov 19, 2025 REGISTERED
Notice Filings (4)
CT FL NY TX
Address
800 WESTCHESTER AVENUESUITE 700
RYE BROOK, NY 10573
United States
Phone: 914-848-8300