# Navwell Advisors

Navwell Advisors is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **Website:** https://navwell.org
- **LinkedIn:** https://www.linkedin.com/company/navwell-advisors

## Regulatory record

- **CRD number:** 328706
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/328706

## About

NAVWELL ADVISORS is a state-registered investment adviser in GARDEN CITY, NY. The firm manages approximately $8 million in regulatory assets. It has 1 employee and 1 investment adviser.

## Questions

### What is the origin of the wealth managed by Navwell Advisors?

The source of wealth is not publicly disclosed. Family offices with this level of operational privacy often originate from a single liquidity event — a founder exit, a private business sale, or a concentrated public equity divestiture — where the principal decided to build a dedicated internal investment team rather than rely solely on external wealth managers. No specific industry or transaction has been linked to Navwell Advisors.

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- [SETPOINT CAPITAL](https://altss.com/profile/setpoint-capital)
- [Legacy Beyond Wealth](https://altss.com/profile/legacy-beyond-wealth-llc)

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Last updated: 2026-07-06T01:24:21.796Z

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