N
NAV Wealth Management LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$23,134,767
This total excludes 2 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
68
3% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
68
Very HighAverage account size
$340,217
About
NAV Wealth Management LLC provides discretionary portfolio management and investment advisory services to individuals, including high‑net‑worth clients, as well as to charitable organizations and corporations or business entities. It prepares an Investment Policy Statement for each client and offers ongoing portfolio monitoring, asset allocation, and asset selection with no stated account minimum.
The firm applies modern portfolio theory and a long‑term trading approach, typically using mutual funds, equities, ETFs, real estate funds (including REITs), and annuities to build client portfolios tailored to risk tolerance and time horizon. NAV Wealth seeks discretionary authority to execute trades, recommends specific custodians (including Interactive Brokers, Altruist Financial, Nationwide Advisory, and American Funds), and delivers quarterly account reports from the custodian.
Compared with many independent advisers, NAV Wealth’s client mix — which explicitly includes charitable organizations and corporate/business entities — is an atypical feature of its practice. The firm does not participate in wrap fee programs, does not accept third‑party sales compensation or soft‑dollar benefits, and manages about $25.3 million across roughly 68 clients, factors that inform its trade aggregation, execution, and reporting practices.
Client services
Portfolio management
Expertise
Wealth management
Real estate investing
Annuities
Fee options
$0 - $250,000: 1.25% $250,001 - $500,000: 1.15% $500,001 - $1,000,000: 0.85% $1,000,001 - $2,000,000: 0.75% $2,000,001+: 0.65%
Main office location
NAV Wealth Management LLC
Amesbury MA, United States
Number of offices
1
Most active in
NAV Wealth Management LLC has reported serving >5 clients in these states in the last 12 months.
Massachusetts
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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