← Tributary

NAVIS WEALTH ADVISORS LLC

RYE BROOK, NY · CRD 311171 · IAPD ↗ · 914-848-8300

$902.2MRegulatory AUM
6Advisory reps
8Employees
0Clients
11-25Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

71
April 2026 — NAVIS WEALTH ADVISORS LLC reported RAUM up 67% ($540.7M -> $902.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
70
April 2025 — NAVIS WEALTH ADVISORS LLC crossed $500M in regulatory AUM ($409.7M -> $540.7M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
53
April 2024 — NAVIS WEALTH ADVISORS LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
63
April 2024 — NAVIS WEALTH ADVISORS LLC reported RAUM up 29% ($317.4M -> $409.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.