NAV Wealth Management LLC
Firm details
- Headquarters
- ,
- CRD number
- 174195
- Custodians
- ALTRUIST FINANCIAL LLC, INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- Individuals70.09%
- HNWI21.33%
- Charitable Organizations7.59%
- Corporations / Businesses1%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
NAV Wealth Management LLC is a small, privately owned advisory firm organized as an LLC that provides portfolio management primarily for individual clients, families and small businesses, with some institutional relationships. The firm reports a fee model that combines a percentage-of-assets component with hourly charges. NAV Wealth does not identify as an active ESG investor, is not registered as a multi-state adviser, and does not act as a capital allocator or pension consultant. Its advisory activity is focused on discretionary portfolio management for individuals and small businesses.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds90%
- Cash & Cash Equivalents7%
- Exchange Traded Equities3%
Contacts
1 of 1Robert Salzer
CCOCRD 2946800
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations