NAVION WEALTH ADVISORS, LLC

Overview

Navion Wealth Advisors, LLC is an individual-owned limited liability company that operates primarily as a capital allocator and manager-of-managers. Its stated advisory activity centers on the selection of other advisers rather than running an extensive in-house investment platform. The firm reports an alternative fee arrangement (listed as "Other") rather than a standard asset-fee schedule. Navion is not positioned as an ESG-focused manager, and it does not present itself as a multi-state or newly formed adviser. The firm also lists an affiliation with accounting professionals, indicating access to or coordination with tax and accounting expertise as part of its service mix.

Investments & Alternatives

Location & Offices