NAVWELL ADVISORS

Overview

Navwell Advisors is a small, independently owned registered investment adviser that focuses on individual and family clients. The firm operates as a capital allocator and provides financial planning, discretionary portfolio management for individuals and small businesses, and selection of other advisers when clients need access to specialty managers or capabilities. Fee arrangements are flexible — Navwell Advisors charges a percentage of AUM and also uses hourly and fixed-fee engagements — which aligns with a mixed advisory model that combines ongoing portfolio oversight with project-based planning work. Investment activity is concentrated in public pooled vehicles rather than direct securities trading. The firm is not positioned as an ESG specialist, is not a pension consultant, and is not registered as a multi-state adviser. Given the small client base and AUM, Navwell Advisors appears to offer hands-on, customized service and uses outside managers or advisers selectively where appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices