Navis Wealth Advisors LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Rye Brook, NY. Its latest Form ADV filing, dated March 31, 2026, reports $902M in regulatory assets under management, 8 employees, 1 office, and 623 accounts.
Assets Under Management
$902M
Employees
8
Offices
1 office
Total Clients
126
Primary office
RYE BROOK, NY
800 WESTCHESTER AVENUE, SUITE 700, RYE BROOK, NY, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Hourly charges
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 73.8% of total clients.
Top client categories% of clientsClients
1
HNWI
73.8%
93
2
Individuals
26.2%
33
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$902Mas of March 31, 2026
Discretionary85.1%
$768M
85% of total RAUM85.1%
Non-discretionary14.9%
$134M
15% of total RAUM14.9%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$902M
Total Accounts623
10Y AUM Change+$902M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees8
Clients per Employee16:1
10Y Employee Change+5 (+166.7%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.