NAVWELL ADVISORS

NAVWELL ADVISORS of GARDEN CITY, NY is an SEC-registered investment adviser (CRD 328706). Regulatory assets under management: $7.9M.

Registration

• CRD: 328706
• Type: Registered investment adviser
• Location: 1225 FRANKLIN AVE, GARDEN CITY, NY, 11530
• Phone: (516) 475-2444
• Latest filing: 2026-07-31
• Regulatory AUM: $7.9M
• Discretionary AUM: $7.9M
• Clients: 1
• Accounts: 12

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 328706 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search