NAV WEALTH MANAGEMENT LLC

NAV WEALTH MANAGEMENT LLC is an SEC-registered investment adviser (CRD 174195). Regulatory assets under management: $25.3M.

Registration

• CRD: 174195
• Type: Registered investment adviser
• Phone: 781-932-1617
• Latest filing: 2026-01-15
• Regulatory AUM: $25.3M
• Discretionary AUM: $25.3M
• Clients: 1
• Accounts: 132

Business model

Compensation: % of AUM, Hourly.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 174195 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search