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NAV Wealth Management Corp.
NAV Wealth Management Corp. is a state-registered investment adviser. The firm manages approximately $2 million in regulatory assets. It operates under SEC...
Overview
NAV Wealth Management Corp. is a state-registered investment adviser. The firm manages approximately $2 million in regulatory assets. It operates under SEC guidelines.
General information
Firm type
RIA
Location
Region
North America
Frequently asked questions
Who runs investment decisions at NAV Wealth Management Corp.?
Investment decisions at NAV Wealth Management Corp. are handled internally by the firm's advisory team, but specific named principals or CIOs are not disclosed in public filings. The firm as an RIA, meaning it operates under a fiduciary standard.
How does NAV Wealth Management Corp. source deal flow?
NAV Wealth Management Corp. does not appear to source proprietary private-equity or venture deal flow. As a traditional RIA, it primarily constructs portfolios using publicly traded securities and third-party investment products rather than direct private investments.
Does NAV Wealth Management Corp. participate in fund commitments or only direct deals?
The firm allocates client assets primarily to publicly traded securities and third-party pooled vehicles (mutual funds, ETFs) rather than making direct private-market investments or fund commitments. No public records show direct commitments to private funds.
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