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NAVIS WEALTH ADVISORS LLC

EIN 85-4148913-Finance and Insurance-Latest filing 2025
Plans
1
Retirement
1
$613K assets
Welfare
0
Participants
17
800 WESTCHESTER AVE, STE 700 - RYE BROOK, NY 10573914-848-8301linkedin.com/company/navis-wealth-managementLinkedIn1-10 employees
Plans on this EIN
1 filing
#001401k-$613K - 17 part

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Retirement#001

NAVIS WEALTH ADVISORS LLC 401K PLAN

401k

Assets$613K
Participants17
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001NAVIS WEALTH ADVISORS LLC 401K PLAN401k$613K172025
Retirement plans
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