Navwell Advisors

Overview

Navwell Advisors operates as an independent, individually owned registered investment adviser structured as a corporation. The firm focuses on individuals and families, delivering financial planning, portfolio management for individuals and small businesses, and the selection of other advisers when appropriate. Its fee arrangements are flexible and include percentage-of-AUM billing alongside hourly and fixed-fee engagements. The firm is identified as a capital allocator but does not describe itself as an active ESG investor and does not report multistate adviser status.

Assets & Accounts

Public Holdings

Investments & Alternatives