N
CRD: 174195
NAV Wealth Management LLC
Amesbury, MA
7819321617
$25.3M Total AUM
$25.3M Disc. AUM
-- 3Y CAGR
1 Employees
70 ADV. Clients
11 yrs Firm Age
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- Custodian
- Altruist ยท Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-02-2015
- Office Locations
- 1
Office Locations
-- Amesbury MA
About NAV Wealth Management LLC
NAV Wealth Management LLC is a Amesbury-based RIA. The firm has been operating for 11 years. Managing $25.3M in total assets under management, with 1 advisory representatives. They custody assets with Altruist and Interactive Brokers. Services offered include Insurance, Life Insurance, Portfolio Construction.
Team overview
-- AVG AGE
$25.3M AVG AUM / ADVISOR
$361.5K AVG AUM / CLIENT
11.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
11yrs Firm Age
Insights
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Asset Classes
Value Harbor element
Investment Themes
Crest catalyst Value Bridge timber
Investment Vehicles
Value
Services
Quantum insight North Optima glacier
Owner & Executives
R
ROBERT CHARLES SALZER
Manager, Owner
- CRD
- #2946800
- Ownership
- 75% or more
(883) 791-3437
matrix.vital@northcapital.com
in linkedin.com/in/oak-optima
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $25,307,215 | -- |
| Non-Discretionary | $0 | -- |
| Total | $25,307,215 | -- |
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Separately Managed Accounts
Total SMA Asset: $25,307,215
Public Funds:
23.3% Cash:
40.4% Equity - Exchange:
36.3% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $374,084,104 | 23.3% |
| Cash | $648,626,516 | 40.4% |
| Equity - Exchange | $582,800,558 | 36.3% |
| Total | $1,605,511,178 | 100.0% |