# NAVITAS WEALTH ADVISORS, INC.

NAVITAS WEALTH ADVISORS, INC. of SAN FRANCISCO, CA is an SEC-registered investment adviser.

## Registration

- CRD: 110737
- Type: SEC-registered investment adviser
- SEC file number: 801-58209
- Location: 100 MONTGOMERY ST. SUITE 1235, SAN FRANCISCO, CA, 94104
- Phone: 415-765-1778
- Latest filing: 2014-03-03
- Regulatory AUM: $37.9M
- Discretionary AUM: $37.9M
- Clients: 5
- Accounts: 36

## Officers, owners & control persons (5)

| Name | Role | Location |
| --- | --- | --- |
| RAUZI KURT WALTER | PRESIDENT & C.O.O. | — |
| HESTER GEORGE WESLEY | CHAIRMAN & C.E.O. | — |
| RUTLEDGE STEVEN RAY | CHIEF COMPLIANCE OFFICER | — |
| HESTER JASON SIMPSON | CHIEF COMPLIANCE OFFICER | — |
| POMARES RAUL | VICE PRESIDENT | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/110737/brochure
- Similar advisers: https://search.stillhousedata.com/firm/110737/similar
- Related entities: https://search.stillhousedata.com/firm/110737/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/110737

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.