NAV Wealth Management Corp.

Overview

NAV Wealth Management Corp. is a small, independent registered investment adviser operating as a corporation and owned by an individual. The firm focuses on fee-based portfolio management and financial planning for individuals and small businesses, and it also conducts insurance brokerage activities. Its stated investment posture is equity-centric: the bulk of portfolio exposure sits in exchange-traded equities, and the adviser does not position itself as an ESG-focused allocator. NAV Wealth is not a capital allocator and does not operate as a multi-state adviser. The advisory model appears oriented toward direct client relationships and non-discretionary management. With a concentrated book of clients, the firm emphasizes straightforward, liquid equity exposures supplemented by mutual funds and selective real estate allocations handled through third-party managers or funds.

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Location & Offices