NAV WEALTH PARTNERS

NAV WEALTH PARTNERS of SEWICKLEY, PA is an SEC-registered investment adviser (CRD 332638). Regulatory assets under management: $37.9M.

Registration

• CRD: 332638
• Type: Registered investment adviser
• Location: 409 BROAD STREET STE. 130, SEWICKLEY, PA, 15143
• Phone: (412) 693-9050
• Latest filing: 2026-04-01
• Regulatory AUM: $37.9M
• Discretionary AUM: $33.3M
• Non-discretionary AUM: $4.6M
• Clients: 2
• Accounts: 138

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, 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 332638 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search