NAV Wealth Management LLC

Overview

NAV Wealth Management LLC is a small, privately owned registered investment adviser that focuses on portfolio management for individuals and small businesses. The firm runs discretionary portfolios and leans heavily on pooled public funds and mutual funds as its primary investment vehicle, with most client capital allocated into those products. Its fee structure combines a percentage-of-AUM model with hourly billing for certain services. NAV Wealth Management does not identify as an active ESG investor and serves a mix of individual, family and some institutional clients. Portfolio construction centers on diversified, manager-driven solutions rather than concentrated single-stock bets. The firm supplements core mutual fund exposure with third-party alternative managers in real estate and uses annuities where client needs call for guaranteed income or liability-matching. Custody relationships indicate a hybrid operating model: a custodial platform oriented toward turnkey advice and model delivery alongside an execution-friendly brokerage for more active trading.

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