N
$1.6M Total AUM
$0 Disc. AUM
-- 3Y CAGR
0 Employees
10 ADV. Clients
20 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-01-2006
- Office Locations
- 1
Office Locations
-- Charlotte NC
About NAV Wealth Management Corp.
NAV Wealth Management Corp. is a Charlotte-based RIA. The firm has been operating for 20 years. Managing $1.6M in total assets under management, They custody assets with Charles Schwab & Company.
Team overview
-- AVG AGE
-- AVG AUM / ADVISOR
$160.0K AVG AUM / CLIENT
20.4 yrs AVG TENURE
0 Employees
0 Advisory Reps
0 RIA Reps
20yrs Firm Age
Insights
Available
Available
Available
Available
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Available
Available
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
S
SHERRY KAY NAVRATIL
Assistant Vice President, President
- CRD
- --
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $1,600,000 | -- |
| Total | $1,600,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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