Navis Wealth Management Employee Directory

Q: What is Navis Wealth Management known for?

Navis Wealth Management was founded in 2018. Navis Wealth Management operates in the Investment Management industry.

Q: How many employees does Navis Wealth Management have currently?

Navis Wealth Management has approximately 16 employees.

Investment ManagementNew York, United States11-50 Employees

Navis Wealth Management is an independent boutique wealth advisory practice that provides comprehensive and holistic wealth management solutions to help clients grow, preserve, and transfer wealth with confidence. 

The firm creates highly customized wealth management strategies and financial plans that are designed to connect all aspects of their clients’ financial lives to help them identify, prioritize, and pursue what matters most to them at every stage of their lives. Those on the Navis team take great pride in the close, personal relationships they forge with each of their clients. It is because of the strength of their relationships that they are able to provide deep insight and practical guidance to their clients — helping them navigate all of life’s pivotal moments even as their goals and priorities change.

Find Navis Wealth Management employees' phone numbers or email addresses

Navis Wealth Management Global Highlights

North America
19

United States Of America
19

Navis Wealth Management's Leadership

S. C.
Chief Operating Officer
Mobile Phone
Email
L. C.
Head Of Advisory Operations | Wealth Advisor
Mobile Phone
Email
L. L.
Head Of Advisory Operations | Wealth Advisor
Mobile Phone
Email
P. F.
Managing Partner And Co-Founder
Mobile Phone
Email
J. A.
Managing Director
Mobile Phone
Email
M. L. L.
Creative Art Director
Mobile Phone
Email
B. S.
Tax Manager
Mobile Phone
Email
D. B.
Senior Wealth Strategist
Mobile Phone
Email

Contact profiles from Navis Wealth Management

Name

Title

Contact Info

Location

Last Update

N. S.
Wealth Advisor
Mobile Phone
Email
United StatesNew York
Dec 15, 2025
A. B.
Tax And Financial Planning Associate
Mobile Phone
Email
United StatesNew York
Nov 20, 2025
M. G.
Systems Administrator
Mobile Phone
Email
United StatesNew York
Oct 27, 2025

Frequently Asked Questions

What is Navis Wealth Management known for?

Navis Wealth Management was founded in 2018 operates in the Investment Management industry. Explore Navis Wealth Management's company overview page for more information.

What is Navis Wealth Management's most common email format?

Navis Wealth Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Navis Wealth Management email formats with LeadIQ.

How many employees does Navis Wealth Management have currently?

Navis Wealth Management has approximately 16 employees as of December 2025. These team members are located across 1 continents, including North America.

Who are Navis Wealth Management's key employees and leadership?

As of December 2025, Navis Wealth Management's key employees include:

Chief Operating Officer: S. C.
Head Of Advisory Operations | Wealth Advisor: L. C.
Head Of Advisory Operations | Wealth Advisor: L. L.
Managing Partner And Co-Founder: P. F.
Managing Director: J. A.

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