Navion Wealth Advisors, LLC

Overview

Navion Wealth Advisors, LLC is organized as an independent registered investment adviser operating as a limited liability company and owned by an individual. The firm positions itself as a capital allocator that primarily acts through selection of other advisers rather than running all strategies in-house. Its fee classification is recorded as "Other," indicating non-standard or blended fee arrangements rather than a simple AUM-based or commission model. The firm is not identified as an active ESG investor, does not operate as a multi-state adviser, and is not described as a pension consultant or related adviser. An industry affiliation with the accounting profession is noted, which may reflect close ties to tax or accounting professionals for client servicing and referrals.

Investments & Alternatives